TradeLog Blog

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.

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

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.

Watch now to see the newest TradeLog features in action and a review of how to get started on your trader tax accounting using the software.

Using TradeLog only once a year, at or near the tax filing deadline is not the most efficient use of our software. We strongly recommend that you use TradeLog at least weekly or monthly throughout the year.

Keeping a journal or trade log is as big a hassle as doing taxes. But it is one of the most important and productive disciplines a trader can adhere to. It not only helps you accurately report taxes but also improves your trading.

Very few of the 2014 1099-Bs will reconcile with TradeLog due to the different ways brokers are interpreting what should be reported, and what should not be reported. There is simply no standardization from one broker to the next.

Learn how to report the cash settled exercise of a Section 1256 contract for IRS tax reporting.

The June 9th AAPL stock split affects many TradeLog users. Our support team has put together these specific instructions to help you easily adjust for the split of stock and option positions in your TradeLog trade history.

TradeLog offers a range of useful filters for trade analysis. In this second part of our series of tips, you will learn about simple Find functions that will help you quickly isolate certain types of securities or certain types of records.