End current tax year - make adjustments for next year:

 

Please make sure that you have imported a full 13 months worth of data prior to running the End Tax Year function (January 1 through January 31 of the next tax year). January of the next tax year trades are required for properly calculating wash sales. Do NOT import January of next tax years trades if you have elected MTM for this tax year.

 

After all trades executed during the tax year have been imported and matched correctly, you are ready to run the End Tax Year function to "close the books" on your data file for the current year. 

 

Note: If you have multiple brokerage accounts, you must combine the separate data files for the tax year into one combined data file so that TradeLog can calculate wash sales across accounts. Instructions will be provided with your choice below.

 

Select an option below to proceed with step-by-step instructions: