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.
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.
Our cloud-based system with flag any errors and prompt you to input missing transactions to balance your tax report.
TraderFyles creates accurate, IRS-ready tax forms in seconds. Download and attach the documents to your tax filing. You’re done!
TraderFyles is the most recommended software of 2023 for trader tax reporting