OIC390P-OT30: Options Talk: Options Subject to 60-40 Tax Treatment

Jul 19, 2018

This podcast will focus on a select group of listed options known as Section 1256 contracts that are taxed under special IRS tax rules. Options tax expert Bill Paul and host Joe Burgoyne will explain the 60/40 treatment, the type of options that receive this special treatment, and the rationale behind it.