Navigating Form 8949: A Comprehensive Guide for Tax Professionals Every tax season brings with it a unique set of challenges for tax …
Empowering Traders and Tax Professionals Globally
Empowering Traders and Tax Professionals Globally
Unveiling 1099-B Match & Audit My Broker for Unmatched Tax Reporting
Effortlessly automate your Schedule D/Form 8949 Reporting. Simply drag and drop as many 1099-B PDF files as you have from any brokerage, generate the report, and if it’s all good, click on ‘New Tax Form’.
Need adjustments? Our Error Reconciliation lets you add any missing transactions, ensuring accuracy.
Our powerhouse feature for those discrepancies that just don’t add up. Be it for tax professionals or traders, this tool performs an accurate independent verification of your gains/losses. Whether you’re cash or mark-to-market, TraderFyles can do it. From flagging wash sales to accurate reporting based on those sales, get the confidence in your calculated gains/losses reporting that you deserve.
…and more
Traders and tax professionals use our cloud-based app to automate capital gains reporting, manage wash sale effects, and streamline their tax filing. You should too.
Track, flag, and report wash sales effectively and avoid unnecessary tax
Say goodbye to manual calculations.
Easily incorporate cryptocurrency trading.
Track, flag, and report wash sales effectively and avoid unnecessary tax
Say goodbye to manual calculations.
Easily incorporate cryptocurrency trading.
Everything for traders, plus…
Yeah, we mean it. Any broker. Don't see yours listed? Don't worry. We can handle it.
Free to access
Everything for traders, plus
Don’t see your question? Check out our Help Center or ask us a question via email
You get 25 credits for free when you create an account to use to generate as many tax forms as you want using our Audit My Broker™ feature. Audit My Broker™ will use 1 credit per transaction. If you have more than 25 transactions, you will need to purchase additional credits.
1099-B Match™ costs 500 credits per report, or $50. You can generate as many tax forms as you want from that report. Audit My Broker™ costs 1 credit per transaction on your CSV. If you don’t know how many transactions you have, upload your files and we will calculate it for you and tell you how many credits you need to purchase.
You can upload as many files as you need from an unlimited number of brokers.
We recommend everyone starts with 1099-B Match™ which costs 500 credits or $50. It is the fastest way to get the tax forms you need. If you feel your broker reported your gains/losses incorrectly (this happens more often than you think) or simply just want to check them, you will want to use our Audit My Broker™ feature. If you are still unsure, please contact sales and we will help you determine which plan is best for you.
Traderfyles imports your transactions reading CSV data you provide, and independently calculates your gain and loss using our algorithm. From there you can generate your tax reports.
Currently we support unlimited accounting linking. When you begin creating your report summary, click the button “Add CSV” and name your brokerage account.
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