Professional investor/trader status

  1. yes, the federal tax administration has published a set of criteria to preliminarily rule out professional securities trading.
  2. yes, those include 6 month holding period, 5x yearly portfolio turnover less than 50% or yearly income, no borrowed capital and derivatives trading only to secure other positions
  3. no, if you occasionally violate one or even several criteria, you are not automatically considered a professional trader.
  4. no, no rando on the internet can tell you exactly how much or often you can violate them, and where exactly the line is drawn, and neither will the tax administration,
  5. so… don’t keep f****** asking about it.
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