We use all these details to generate your tax forms and custom reports. You can then download these forms for manual filing, automatically connect to TurboTax, or hand them off to a professional CPA for filing.
First things first, choose the tax year and the broker(s) from who you have a 1099-B.
Whether had 1 broker or 10, the app can handle an unlimited number of 1099-Bs at one time. Drag and drop your 1099-B into the respective broker.
Here’s a detailed breakdown of what comes with each plan.
1 Credit = 1 Transaction
Additional credits available. $10 per each 100 lot.
Subscriptions available.
Take control of your taxes.
If you are a trader of index options, you should know the benefits of Section 1256 contracts. These are tax-advantaged contracts that …
You’ve been day trading for a while, and you’ve been pretty successful at it. You’re thinking about taking the plunge and going …
A wash sale is a transaction where an investor sells an asset at a loss and then repurchases the same or a …
When it comes to day trading, one of the most important things to understand is how to calculate your capital gains tax. …
If you’re like most people, the world of IRAs and investment accounts can be confusing. There are so many different options, and …
A wash sale is when an investor sells a security at a loss and then buys the same or substantially similar security …