What to Do With My Tax forms

Now that you've successfully generated a tax form. What next!?

Our software has a few export options for 1099B Match:

Form 8949 & Schedule D - you can attach this directly to your tax return or provide this to your tax professional to file with your taxes

Transactions Report - This report will have a detailed list of all of your brokers and all of your transactions for the Year

Turbo Tax Integration - you can follow these instructions if you use Turbo Tax

For Tax Professionals

Select your software export format. The files can be imported directly into your tax software using the 8949 import tool.

Our software has a few export options for Audit My Broker:

Form 8949 & Schedule D - you can attach this directly to your tax return or provide this to your tax professional to file with your taxes

Turbo Tax Integration - you can follow these instructions if you use Turbo Tax

Permanent Disallowed Wash Sale Report - This report will have a detailed list of any Wash Sales (due to IRA Trades) that were permanently disallowed.

Wash Sale Deferral Report - any wash sales incurred during the year that will be carry forwarded to the next tax year.

Consolidated Trade Report - a detailed report of all of your trade transactions for the year.