Position Reporting for End of Year Taxes

Do you want to close a position before the end of the year to harvest a profit or loss? If you wish to have a position report as a profit or loss, please be aware there are deadlines to close a position to count towards the 2023 tax year. 

2023 tax reporting for long stock/ETFs shares, long or short equity options, and broad-based index options (i.e., SPX, NDX, VIX, etc.) are reported based on the trade date. However, short stock/ETF share positions are reported based on their settlement date. For specific dates, please refer to the position type below.

Last Day to Close Positions for 2023 Tax Reporting