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REDDIT

Take assignment on itm calls with big gains at expiration

Z
Sep 7, 2026 · 14:49

I have deep itm calls with big gains that I want to hold the underlying. My plan is to let it expire in Jan 2027 so they become shares that I would hold long term. It's in brokerage account so with the assignment, there's no realized gains and tax. Is this a good way to go about it? There's no advantage to exercise before expiration correct? Tia.