Joint Request for Comment on Further Implementation of Portfolio Margining and Cross-Margining of Securities and Derivatives
The CFTC and SEC are requesting public comment on expanding portfolio margining and cross-margining for securities and derivatives, which could affect how crypto derivatives are margined and reported for tax purposes.
Aforeworn detected this change in the Crypto & DeFi Tax Reporting space on July 5, 2026 and published this briefing so affected operators are forewarned rather than caught off guard. It is rated Low urgency. Crypto exchanges/brokers, DeFi protocols, high-volume traders, accounting firms should confirm how it applies to their specific situation before acting. There is a time constraint attached: Comment period ends 60 days after publication in Federal Register (around August 29, 2026).. Acting after that point can mean penalties, a lapsed licence, or lost eligibility — exactly the kind of surprise Aforeworn exists to prevent. Aforeworn monitors Crypto & DeFi Tax Reporting continuously and turns every detected change into a plain-English briefing like this one, so you always know first. Forewarned is forearmed.
What changed
Regulators are seeking input on whether to extend portfolio margining to include digital asset derivatives, potentially changing margin requirements and tax reporting (e.g., cost basis, wash sale rules).
Who it affects
Crypto exchanges/brokers, DeFi protocols, high-volume traders, accounting firms
What you must do
Submit comments to the CFTC/SEC by the deadline if you have relevant data or concerns; otherwise, monitor for final rulemaking.
Deadline
Comment period ends 60 days after publication in Federal Register (around August 29, 2026).
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