collaring a stock/etf to get to 12 months

[iprome]

If the position were big enough, would a short hedge in the ES or NQ accomplish similar financial objective without all of the "qualifications"?

Same question here. Can I keep SPY QQQ DIA IWM positions open for long-term capital gains, and use ES NQ YM RTY and/or their options for short-term hedge or scalping? Will this trigger IRS straddle or constructive sale rules?

 

[stockmarketbeginner]

https://www.irs.gov/publications/p550#en_US_2016_publink100010081
See "Holding period reduced where risk of loss is diminished" under "Qualified Dividends."

The dividend isn't "forfeited," the qualified status is. You keep the dividend, but it is not qualified and is taxed as a ordinary income.

Thanks for the clarification!

 

[Scataphagos]

Same question here. Can I keep SPY QQQ DIA IWM positions open for long-term capital gains, and use ES NQ YM RTY and/or their options for short-term hedge or scalping? Will this trigger IRS straddle or constructive sale rules?

No.