Webinar: How to Reconcile 1099-B with TradeLog Software
Published: Mar 22, 2017
Published: Mar 22, 2017
Published: Mar 13, 2017
Published: Feb 28, 2017
Published: Feb 15, 2017
Published: Oct 05, 2016
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.
Published: Mar 31, 2016
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.
Published: Jan 01, 2016
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.
Published: Mar 12, 2015
Learn how to report the cash settled exercise of a Section 1256 contract for IRS tax reporting.
Published: Jun 10, 2014
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.
Published: Jun 09, 2014
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.