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Improved TradeLog Support for Exchange-Traded Notes (ETNs)


Let's talk about ETNs. The trader world continues to evolve with new trading products and the interpretation of tax rules to go with them. Exchange-traded notes (ETNs) have come under more scrutiny by tax experts in recent years, especially the treatment of volatility ETNs which have become very popular products. Recent improvements to TradeLog Software provide enhanced support for traders of ETNs.

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Tags: Trader Taxes, ETN

Filing a Tax Extension - What Traders Should Know


Time is running out.The April tax deadline is approaching, are you running out of time? Consider the benefits of filing a tax extension. An extension grants six additional months from the IRS to finish and file your tax return. The great news: the IRS automatically grants this extension if you file your request on time. But there are some things you should know...

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Tags: trader taxes, 2017 Taxes

Are Wash Sales Affecting Your Bottom Line?


As the tax year comes to an end it's important for to understand wash sale effects from your trading and any negative consequences on your taxable gains. Using TradeLog Software, you can understand how wash sales affect your bottom line and then utilize reporting tools to help you potentially control and avoid harmful results.

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Tags: Wash Sales, Trader Taxes, 2017 Taxes

Introducing Trader Tax Solutions, our new TradeLog Certified Service Provider!


We are working to expand our Service Provider network to offer our customers more options when they need assistance with reconciling their trades. Trader Tax Solutions is a team of expert TradeLog users who can help you with reconciliation of your trade history and tax form preparation to meet specific IRS filing deadlines, or monthly/quarterly maintenance of your TradeLog TaxFiles and wash sale tracking as you near the end of each tax year.

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Tags: trade accounting, trade reconciliation, Trader Taxes, active trader, TradeLog, TradeLog News, IRS tax forms, tax software, 2016 taxes, Form 8949, Form 6781, Form 4797, Mark-to-Market, MTM, Wash Sales, TaxFile, Service Provider, Section 1256, Section 475f, trader status

Extended Support Hours through Tuesday, April 18th


Our TradeLog Support Team is pleased to offer our customers extended support through to Tuesday, April 18th.

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Tags: TradeLog, TradeLog News, Trader Taxes, active trader, 2016 taxes, IRS tax forms, tax software, filing extension, Form 6781, Form 8949, Form 4868, Service Provider, trade accounting, trade reconciliation, gains and losses

Surviving the Tax Season - The What, Why and How of Corporate Actions


A discussion of what the more common mandatory actions are, why companies choose to execute these events and how TradeLog users can effectively and accurately account for these actions on their trader tax forms.

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Tags: stock split, merger, acquisition, spinoff, rights, warrants, Corporate Actions, dividends, CUSIP, bonus issue, buybacks, buyouts, tax software, trader taxes, active trader, TradeLog

Webinar: How to Reconcile 1099-B with TradeLog Software


Reconciling the Form 1099-B data provided by your broker with TradeLog software can be challenging due to different IRS reporting rules for the broker and the individual taxpayer. Watch as we guide you step-by-step through the process.

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Tags: TradeLog, TradeLog Tips, Trader Taxes, active trader, IRS tax forms, 1099-B, Form 8949, MTM, Mark-to-Market, Section 1256, Futures, Gross Proceeds, cost basis

Webinar: TradeLog Software Demonstration


Free trial users and previous users who are getting back into the swing of things with TradeLog, this webinar is for you!

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Tags: TradeLog, TradeLog Tips, Trader Taxes, active trader, 2016 taxes, IRS tax forms, tax software, Wash Sales

Surviving the Tax Season - How to Read Form 1099-B


A review of the IRS Form 1099-B "Proceeds From Broker and Barter Exchange Transactions" and significant changes to its format for the 2017 tax season.

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Tags: 1099-B, IRS tax forms, trader taxes, Active Trading, TradeLog, cost basis, Schedule D, Wash Sales, 2016 taxes

Webinar: Using TradeLog for 2016 Trader Tax Reporting


It's time to prepare your 2016 trader tax reporting! This webinar will walk you through your trade accounting from start to finish in TradeLog. Recorded from a live session on February 23, 2017.

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Tags: TradeLog, TradeLog Tips, 2016 taxes, IRS tax forms, Trader Taxes, active trader, 1099-B, Form 8949, Schedule D, Wash Sales, broker