What the U.S. workspace supports
- Stocks, options, futures, forex and crypto trade records
- P&L tracking and broker-account organization
- Wash-sale detection workflows and position-lot records
- Trader Tax Status activity documentation and Section 475 scenario education
- Estimated federal tax, quarterly-payment and entity what-if tools
Documentation before conclusions
Trader Tax Status and tax treatment depend on facts and circumstances. The platform helps collect activity records and model scenarios; it does not guarantee status, make an election or file a return for you.
Continue learning
- Read the U.S. Trader Tax Status documentation guide
- Review the wash-sale tracking workflow
- Use the free diagnostic to identify which records deserve attention