RoboTax automatically screens all 436 strategies against IRS Listed Transactions,
Material Advisor requirements, and Circular 230 violations. Click any blocked strategy to see why.
Strategy Compliance Status
Compliant — No restrictions
Caution — Additional documentation required
Blocked — Listed Transaction / Prohibited
BLOCKED
Listed Transaction Notice 2017-10
This strategy has been identified as a Listed Transaction by the IRS.
Implementation would trigger Material Advisor disclosure requirements
and potential penalties under IRC §6707A.