Published: May 17, 2017
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.
Read more
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
Published: Apr 15, 2017
Our TradeLog Support Team is pleased to offer our customers extended support through to Tuesday, April 18th.
Read more
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
Published: Mar 22, 2017
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.
Read more
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
Published: Feb 28, 2017
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.
Read more
Tags: TradeLog, TradeLog Tips, 2016 taxes, IRS tax forms, Trader Taxes, active trader, 1099-B, Form 8949, Schedule D, Wash Sales, broker
Published: Feb 11, 2017
Meet the new management team, hear about their commitment to customer service, and learn what changes are in store for TradeLog Software.
Read more
Tags: TradeLog, Cogenta, active trader, trader taxes, 1099-B, wash sales, Form 8949, Schedule D
Published: Feb 10, 2017
Summary of the tax forms and information investors and active traders need to file their 2016 tax returns. Get started early so you don't feel pressured to cut corners to meet the deadline. Give yourself enough time to get the job done right!
Read more
Tags: 2016 taxes, investor, active trader, trading, IRS tax forms, 1099-B, Schedule D, Form 8949, TradeLog, trader taxes, Mark-to-Market, wash sales
Published: Feb 03, 2017
Why spend your time preparing your gains and losses for the IRS when TradeLog™ can do it for you? A review of the top ten advantages of using TradeLog™ software to prepare your trader tax return.
Read more
Tags: TradeLog, Form 8949, Schedule D, Form 6781, active trader, trader taxes, 1099-B, Wash Sales, Futures, Mark-to-Market, MTM, tax software
Published: Aug 11, 2014
The 2014 tax season is rapidly coming to an end, and many stock and option traders are scrambling to complete an accurate IRS Form 8949 for reporting their capital gains and losses on Schedule D. Misinformation abounds when it comes to trader taxes. What do you need to know?
Read more
Tags: Trader Taxes, Form 8949, 1099-B
Published: Jun 30, 2014
One sentence changes everything. You may think completing Form 8949 for Schedule D is pretty straight forward, but the majority of active traders are affected by one instruction which has some massive implications. We'll reveal this instruction and explain three situations in which it affects most traders. And we'll tell you about the implications you need to be aware of.
Read more
Tags: Trader Taxes, Wash Sales, Form 8949, 1099-B
Published: Jan 30, 2013
There are many misconceptions that exist about tax reporting for traders and investors. Here are the top two myths, and the facts you need to know…
Read more
Tags: Trader Taxes, 1099-B, Wash Sales, Form 8949