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TradeLog Blog

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

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

Webinar: Newest TradeLog Features and Getting Started


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.

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Tags: TradeLog, TradeLog Tips, Trader Taxes, Active Trading, 2016 taxes, 1099-B, Wash Sales, broker

Use TradeLog All Year Long, Not Just at Tax Time


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.

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Tags: Active Trading, Trader Taxes, TradeLog Tips, 1099-B

How Keeping a Log of Your Trades Makes You a Better Trader


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.

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Tags: Active Trading, TradeLog Tips

1099-B Reconciliation Woes


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.

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Tags: Trader Taxes, 1099-B, Wash Sales, TradeLog Tips

Reporting Cash Settled Exercise for Section 1256 Contracts


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

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Tags: TradeLog Tips, Corporate Actions, Section 1256, Options, Trader Taxes

Adjusting for AAPL Split in TradeLog


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.

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Tags: Corporate Actions, TradeLog Tips

Filtering with Basic Find Commands


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.

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Tags: TradeLog Tips