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also, once I get the amended 1099 form - from Penson - do I then , need to have them send a a re-adjusted copy to IRS besides myself?. - can I handle this stuff myself or assistance of a CPA is required?. -ty

yes i'm on extension by amended you mean I should ask penson to issue a new 1099 for me ? no i don't own any tax

I'm a full time trader, last year I had a profit of 30k thru rebates on commissions, was getting rebates for adding liquidity - instead I was taking away liquidity, was a software bug so I had to return the money to the broker. In brokers clearing firm website under "Cash History" it shows...