I liquidated all equity positions in Dec and stopped trading them in Jan, so whether to do cost basis adjustments or not does not make a difference... If one wants to be precise, try some lot accounting software like tradelog or gainskeeper. Or trade futures only: no wash sales, m2m accounting, 60/40 tax treatment, loss carryback.
【在 E***r 的大作中提到】 : I liquidated all equity positions in Dec and stopped trading them in Jan, so : whether to do cost basis adjustments or not does not make a difference... : If one wants to be precise, try some lot accounting software like tradelog : or gainskeeper. : Or trade futures only: no wash sales, m2m accounting, 60/40 tax treatment, : loss carryback.
E*r
19 楼
Notional value wise, roughly 1 ES = 500 SPY 1 YM = 500 DIA 1 NQ = 800 QQQ 1 RTY = 500 IWM 1 ZB = 1200 TLT 1 CL = 5000 USO 1 GC = 1000 GLD 1 SI = 5000 SLV ... If one's account > $200K, and s/he actively trades these ETFs with similar or larger sizes, I don't see a reason NOT switching to futures. ETFs are basically disadvantaged in all aspects. :)