Need to do your trader taxes? We can generate your Form 8949 & Schedule D in minutes!

1099-B Match™

Streamlined, Simplified Tax Reporting

Seamlessly drag and drop your Form 1099-B PDF from any brokerage account(s), and let TraderFyles do the heavy lifting. With our cloud-based system, generating an Automated Schedule D/Form 8949 report is just a click away. Whether you have one account or multiple, get accurate, IRS-compliant results every time. Dive into details with our Error Reconciliation, ensuring that every transaction is spot-on. Financial clarity has never been this effortless.

What 1099-B Match Does

Unified Tax Reporting

Easily consolidate 1099-B data from multiple brokerage accounts. Whether you’re a tax professional handling several clients or an individual trader with accounts across different platforms, 1099-B Match simplifies data gathering and ensures consistent reporting.

Error Reconcilation

Avoid costly mistakes and oversights. If something looks off, our system provides a seamless way to add missing transactions, ensuring that every report is accurate and comprehensive.

Automated Schedule D/Form 8949 Generation

Say goodbye to manual entries. Simply drag and drop your 1099-B, and 1099-B Match will auto-generate your Schedule D/Form 8949 report, making tax time a breeze.

Save Valuable Time

Leverage automation of 1099-B Match to finish tedious tax reporting while ensuring accuracy.

How 1099-B Match Works

Create a Tax Report

To get started, upload an unlimited of 1099-B PDFs from any brokerage account. After you click ‘Generate’, TraderFyles will extract the transaction data from the uploaded PDF files, run calculations.

Review History & Reconcile Errors

Our cloud-based software then previews your number of transactions, total sales proceeds, cost, adjustments, and gain/loss in an easy-to-read table. The software will flag any errors and prompt you to input missing transactions to balance your tax report.

Generate Documents

Finally, generate IRS Form 8949 & Schedule D, IRS Form 4797, and/or transaction history if you want to perform an independent capital gain/loss calculation using Audit My Broker. Download and attach the documents to your taxes. You’re done!

Drag and Drop 1099-B Files

Upload an unlimited of 1099-B’s from any brokerage account and let TraderFyles do the rest.

Generate a Tax Report

After you click ‘Generate’, TraderFyles will read the data in the uploaded PDF files, run calculations, and compile the data in an easy-to-read table.

Reconcile Errors

Our cloud-based system with flag any errors and prompt you to input missing transactions to balance your tax report.

Generate Schedule D/Form 8949

TraderFyles creates accurate, IRS-ready tax forms in seconds. Download and attach the documents to your tax filing. You’re done!

Industry leader trusted by traders and tax professionals

TraderFyles is the most recommended software of 2023 for trader tax reporting

We integrate with:

and more!

Seamless Integration

Experience the ease of managing your financial documentation with 1099-B Match. This feature seamlessly integrates with various brokerage platforms, allowing you to effortlessly import your 1099-B forms. By simply dragging and dropping your files, you initiate a streamlined process that leads to accurate Schedule D/Form 8949 reporting.

Your Tax Reporting Companion

1099-B Match is designed with a user-centric approach, ensuring both Tax Professionals and Traders find it incredibly intuitive and helpful. It serves as a reliable companion through your tax reporting journey, making the usually daunting task of preparing Schedule D/Form 8949 a breeze. Here’s what makes 1099-B Match your go-to solution:

Tax easier, tax smarter. Start now!

TraderFyles trader tax reporting software is pioneering excellence in tax reporting and automation for traders and tax professionals. Start today and streamline your tax reporting process.

Get Started

About

Contact Us