Tax Calculator

Section 475(f) Mark-to-Market Election

Estimate your potential tax savings from electing trader tax status and mark-to-market accounting

📊

Your Trading Activity

$
Your non-trading taxable income
$
Total realized gains from trading
$
Total realized losses from trading
%
Percentage of gains that are short-term (<1 year)
$
Data feeds, software, education, home office, etc.

Trader Tax Status Qualification

Estimated Annual Tax Savings

$0
with 475(f) election

Without 475(f) Election

Net Capital Gains $0
Loss Deduction (max $3,000) $0
Carryforward Losses $0
Trading Expenses Deductible $0
Total Tax (Without) $0

With 475(f) Election

Trading Ordinary Income $0
Full Loss Deduction $0
Expense Deductions $0
SE Tax on Trading $0
Total Tax (With) $0
Your Savings $0

💡 Key Benefits of 475(f)

1. No $3,000 loss limit - Deduct full trading losses against ordinary income
2. No wash sale rules - Losses aren't deferred for repurchases
3. Business expense deductions - Trading costs fully deductible

Disclaimer: This calculator provides estimates for educational purposes only. Actual tax liability depends on many factors not considered here. Consult a qualified tax professional before making any tax elections. The 475(f) election must be made by the due date (not including extensions) of the tax return for the year prior to the year it takes effect.