Trader Tax Status (TTS) Guide I Little Bird Trading

Simplifying the market screening process I Weather Report covering futures, equity indices, stocks, bonds, commodities, currencies, and crypto I Disclaimers

Welcome to the Little Bird Trading Trader Tax Status (TTS) Guide.

Exclusive for subscribers who financially support Little Bird Trading

Not a recommendation or endorsement I Not investment advice

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Trader Tax Status (TTS) Guide Table of Contents

1. Included Example Mark-to-Market (MTM) Accounting Spreadsheet and Trading Log

2. What is Trader Tax Status (TTS)?

3. Rules of Thumb for Qualifying for TTS, and Pattern Day Trader (PDT)

4. W2 Salaries and Taxes

5. TTS Summary and Important Reminders

6. Applying for TTS, Using Mark-to-Market (MTM) Accounting, and Common Forms

7. Mark-to-Market (MTM) for the Business Tax Return and Common Forms

8. A Note on State and Local Guidelines

Disclaimer: Little Bird Trading and any of its associations may or may not, whether long or short, have a position in any instruments. Not investment advice. Provided for informational purposes only. Not a recommendation or endorsement. Not registered or licensed. Model portfolios are property of their respective owners. All data is sourced from publicly available information. No guarantee is being made or offered. Not responsible for financial loss or ruin.

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All weather reports cover two time frames:

1. “Traders” — Target holding timeframe of days to weeks.

2. “Investors” — Target holding timeframe of weeks to months.

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Disclaimer: Little Bird Trading and any of its associations may or may not, whether long or short, have a position in any instruments. Not investment advice. Provided for informational purposes only. Not a recommendation or endorsement. Not registered or licensed. Model portfolios are property of their respective owners. All data is sourced from publicly available information. No guarantee is being made or offered. Not responsible for financial loss or ruin.