Robert A. Green CPA managed a tax and accounting firm catering to traders. He is a leading authority on trader tax status, a Forbes contributor, and author of Green's Annual Trader Tax Guide. Mr. Green frequently appears in WSJ, Barron's, and other financial media. He presents tax webinars for Interactive Brokers and other leading brokers.
Commodity ETFs such as USO, UNG, and other futures-based products can create unexpected tax complications for traders and investors. In this session, CPA Robert Green explains how commodity ETF structures affect K-1 reporting, §1256 treatment, wash sales, §475 mark-to-market rules, and listed options.
Learn why selling a commodity ETF is often taxed differently from the futures contracts held inside the fund, how Form 8949 basis adjustments can prevent double taxation, and why listed options on commodity ETF PTPs may not automatically qualify for §1256 treatment.
