Learn
Insights
Tax tips, options trading ideas, and market takes — updated regularly.
All
Market Commentary
Options Strategies
Options Trading
Retirement & Income
Stock Research
Tax Planning
Trading Psychology
filtered by tag — clear
Tax Planning
Options Trading
The IRS Just Made Penalty Relief Automatic. It Still Won't Save Options Traders From This One Mistake.
The IRS's new Automatic Exemption from Penalty quietly waives late-filing and late-payment penalties for taxpayers with a clean recent history — no form, no phone call. Here's what the new rule actually covers, and the one penalty that keeps tripping up options traders, which AEP doesn't touch.