Navigating Form 8949: A Comprehensive Guide for Tax Professionals Every tax season brings with it a unique set of challenges for tax …
Elevate Your Trader Tax Efficiency with TraderFyles
Designed with the modern trader in mind, our software takes the hassle out of 1099-B tax reporting and provides robust tools. Step into a streamlined tax reporting experience crafted for traders.
In the complex realm of trader taxes, TraderFyles emerges as a beacon of simplicity and precision. With tax reporting processes like 1099-B Match™, traders can upload their 1099-B PDFs from their brokerage(s) and generate an IRS-ready Form 8949 & Schedule D or Form 4797 in minutes.
For traders that want to ensure they are neither overpaying nor underpaying on capital gains taxes, we have Audit My Broker™, the powerhouse of all things trader taxes. Is your broker saying your capital gains are higher than you think they should be? Then, you need to perform an accurate, independent verification of capital gains/losses using Audit My Broker™ from TraderFyles
1099-B Match™
Seamless Tax Reporting
1099-B Match takes the grunt work out of preparing your Schedule D/Form 8949, by effortlessly matching your 1099-B data with your trading history. Gone are the days of tedious manual data entry. With 1099-B Match, accurate tax reporting is just a few clicks away.
- Drag, Drop, and Go: Importing your 1099-B data is a breeze. A simple drag and drop, and you're on your way to precise tax reports.
- IRS-Ready Reports: Generate IRS-ready reports with ease. Our platform ensures every detail is captured accurately for your peace of mind.
- Transparent Pricing: Know the cost upfront with our pay-as-you-go pricing model. No hidden charges, just straightforward pricing that puts you in control.
Audit My Broker™
Your Shield Against Over/Under Paying
Audit My Broker is a powerful reporting type that performs an accurate independent verification of capital gains/losses by combing through your trading history, flagging wash sales and accurately calculating your gain/loss. Be confident in your taxable capital gains and ensure you are paying just the right amount.
- Comprehensive Trade Analysis: Our tool identifies any discrepancies in your trading history, making sure your taxable gains/losses are exactly as they should be.
- Wash Sale Flags: Stay ahead of potential wash sale issues that could impact your tax liability.
- Capital Gain/Loss Calculations: Get precise calculations of your capital gains and losses to avoid any tax surprises.
TraderFyles Pricing
No upfront commitment, create your free account and only purchase credits when you’re ready to generate reports.
For Traders
Pay-As-You-Go with Credits
$0
Free to access, earn 25 credits for free at sign up
- 1099-B Match™: Generate reports with ease; 500 Credits ($50).
- Audit My Broker™: Transparent pricing; pay 1 credit per transaction.
- Flexible Credits System: Buy in 100 credit lots for $10 each. Only pay for what you need!
- Risk-Free: Create an account, upload files, and see total costs before committing to credit purchase.
Empower Your Trading Journey
- Pay-as-you-go pricing model, you only pay for what you need.
- Secure Data Storage ensures your sensitive information remains protected while you focus on what you do best, trading.
