Locate Your file(s)
Note: Your current tax year data files should have been created automatically when you ended the tax year from your previous year's data file. If you did not run File, End Tax Year from your previous year's data file: then please stop, find your previous year data file(s) and follow the instructions to
End the Tax Year.
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To locate your TradeLog data files to continue importing trades for your next tax year, click File, Open
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A pop-up window will appear listing all available TradeLog data files. Click on the data file you wish to update and then click Open
Your data file will open and contain any open positions from the end of the prior year, wash sale deferrals, and January trades of the current year if you were not MTM.
Please proceed to the next step, Import your Trade History
