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

Elevate Your Trader Tax Reporting Efficiency

Generate IRS tax forms like Form 8949 & Schedule D and Form 4797 from your broker’s Form 1099-B PDF, perform independent profit/loss calculations, flag wash sales, and more.

Step into a streamlined tax reporting experience crafted for traders.

Seamless Trader Tax Reporting

1099-B Match™

1099-B Match takes the grunt work out of preparing your Schedule D/Form 8949/Form 4797, by effortlessly matching your Form 1099-B data from your PDFs 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.

Your Shield Against Over/Under Paying Trader Taxes

Audit My Broker™

Audit My Broker is a powerful reporting type that performs an accurate independent calculation of profit/losses by combing through your trading history, flagging wash sales and accurately calculating your gain/loss. Be confident in your trader taxes 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.

Pricing Plans

Empower your trader tax reporting with our tailored plans.

Standard Features

For Traders

Free Tier

Perfect for New Traders

25 credits at sign up

IRS Form 8949 & Schedule D
IRS Form 4797
Comprehensize tax reports
Unlimited brokerage accounts
Unlimited revisions
TurboTax export
Transaction history CSV file import

Essential Tier

Ideal for Regular Traders

$89/year

1,000 credits annually

IRS Form 8949 & Schedule D
IRS Form 4797
Comprehensize tax reports
Unlimited brokerage accounts
Unlimited revisions
TurboTax export
Transaction history CSV file import

Active Tier

Optimized for Frequent Traders

$279/year

3,000 credits annually

IRS Form 8949 & Schedule D
IRS Form 4797
Comprehensize tax reports
Unlimited brokerage accounts
Unlimited revisions
TurboTax export
Transaction history CSV file import

Best Value

Premium Tier

The Ultimate Choice for Professional Traders

$899/year

10,000 credits annually

IRS Form 8949 & Schedule D
IRS Form 4797
Comprehensize tax reports
Unlimited brokerage accounts
Unlimited revisions
TurboTax export
Transaction history CSV file import

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 trader taxes, we have Audit My Broker™, the powerhouse of all things trader taxes. Is your broker saying your profits are higher than you think they should be? Then, you need to perform an accurate, independent verification of profits/losses using Audit My Broker™ from TraderFyles

image of irs form 8949: a guide for tax professional

Navigating Form 8949: A Guide for Tax Professionals

08/30/2023

Navigating Form 8949: A Comprehensive Guide for Tax Professionals Every tax season brings with it a unique set of challenges for tax professionals, and one

Empower Your Trading Journey

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.