What Tax Forms Are Available for Download

Our platform offers two primary tax reporting tools: 1099-B Match and Audit My Broker.

Below, we detail the tax forms you can download using each tool to ensure you have all the necessary documentation for your tax preparation needs.

1. 1099-B Match

The 1099-B Match tool is designed to assist you in reconciling your 1099-B PDF forms with your actual trades, making it easier to report your capital gains and losses accurately. Here are the tax forms and reports available through the 1099-B Match tool:

Available Documents

• Form 8949 & Schedule D (for cash accounting methods): IRS form essential for reporting capital gains and losses. Form 8949 is used to list all your transactions, while Schedule D summarizes your total gains and losses.
• Form 4797 (for marked-to-market accounting methods): If you have elected the marked-to-market accounting method, you will use Form 4797 to report gains and losses from the sale of securities.
• Transactions report: A downloadable CSV file containing the details of the transactions listed in the 1099-B PDF you uploaded. This report is invaluable for record-keeping and further analysis.
• TurboTax integration: Allows users to directly upload their tax report to the TurboTax desktop version. Please note, the TurboTax online version is not supported.

2. Audit My Broker

The Audit My Broker tool is the workhorse of our software, tailored to help you review wash sales and audit your broker's reporting, ensuring accuracy in your tax filings. Here are the tax forms and reports available through the Audit My Broker tool:

Available Documents

• Form 8949 & Schedule D (for cash accounting methods): Similar to the 1099-B Match tool, this IRS form is essential for reporting capital gains and losses for accounts using the cash accounting method.
• Form 4797 (for marked-to-market accounting methods): For those using the marked-to-market accounting method, this IRS form is available to report gains and losses.
• Permanent Disallowed Wash Sale Report: This specialized report lists transactions that are permanently disallowed due to wash sale rules, crucial for accurate tax reporting.
• Wash Sale Deferral Report: Provides details on wash sales that have deferred losses, helping you navigate the complexities of wash sale regulations.
• TurboTax integration: Upload your tax report directly to the TurboTax desktop version. The online version of TurboTax is not supported.