Taxes & Options (Very Simple Overview)

Options trading has tax implications. This is a simple overview—always consult a tax professional for your specific situation.

Basic Tax Rules

  • Options profits are taxed as capital gains
  • Short-term (held less than 1 year) = ordinary income rates
  • Long-term (held more than 1 year) = lower capital gains rates
  • Premium received from selling options is taxable when received

Important Note

Tax rules for options can be complex, especially for spreads and multi-leg strategies. Always consult a tax professional familiar with options trading.