Learn more about trader taxes, active trading, TradeLog software, and more! Following are our archived webinar sessions which can be viewed on-demand. Click on a video to begin watching.
Before you put your 2016 tax reporting behind you completely, here are a few tips and best practices that will help you close out the year and be ready for next year. A few extra steps now can make your 2017 tax reporting easier and more successful! Recorded from a live webinar on April 25, 2017
Duration: 24 minutes
Reconciling broker-provided 1099-B reporting with TradeLog software can be challenging at times. In this webinar we'll explain the process, show you some examples, and demonstrate suggestions for reconciling potential differences. Recorded from a live webinar on March 21, 2017
Duration: 1 hour, 5 minutes
It's time to prepare your 2016 trader tax reporting! In this webinar we will show you how to use TradeLog Software to prepare accurate, IRS-ready tax reporting. The session will walk through the key steps from creating/opening a TaxFile, importing trade history for your brokerage accounts, reconciling your 1099-B, and preparing tax reporting. Recorded from a live webinar on February, 23, 2017
Duration: 1 hour, 10 minutes
This webinar is designed to help current and potential TradeLog users learn about the newest features of the software. Plus, we'll show you how to get started with the software for the first time (or if you just haven't used it in a while). Recorded from a live webinar on February, 14, 2017
Duration: 45 minutes
TradeLog is now owned and managed by Cogenta Computing. Here is your chance to meet the new management team, hear about their commitment to customer service, and learn what changes are in store for TradeLog Software. Recorded from a live webinar on February 9, 2016
Duration: 45 minutes
It's time to use TradeLog for your 2014 trader tax reporting. What's new? How do you use the software for this tax year? This video is for TradeLog users - both newbies and veterans. We will review what is new for active traders in the 2014 tax year and key steps for using TradeLog correctly. Recorded from a live webinar on February 6, 2014
Duration: 66 minutes
Wash sales in January can be potentially harmful for active traders and investors - and some of the tax consequences can be irreversible. In this webinar, we will explain the dangers to watch for and show you how to potentially avoid them. We will also show the TradeLog reports you can use for this purpose. Recorded from a live webinar on December 30, 2014
Duration: 46 minutes
IRA trades can potentially trigger wash sales with very bad results. Every trader and investor needs to understand this often-overlooked aspect of the IRS Wash Sale Rule. This webinar will help explain how this rule works, as well as strategies for avoiding the harsh consequences. Recorded from a live webinar on December 18, 2014
Duration: 52 minutes
Year-end wash sales can have potentially negative effects on your capital gains taxes. Thus, December is a critical month for active traders and investors to be watching wash sales. In this webinar, we will explain why this is important and what you should be looking for. We will also show how to use TradeLog Software reporting for this purpose. Recorded from a live session on December 2, 2014.
Duration: 1 hour
Understand the wash sale essentials that every active trader needs to know. In this webinar, we will explain what a wash sale is and how the IRS Wash Sale Rule affects active traders and investors. This is a must-see event for those who are new to trading as well as those who need a refresher on wash sale basics! Recorded from a live session on November 20, 2014.
Duration: 1 hour and 1 minutes
This essential webinar covers every important step for using TradeLog software to generate accurate 2013 trader tax reporting. We'll guide you through the 8-step user guide and give you tips and best practices along the way. Whether you are a new user or have used the software for years, you can benefit from this video. Recorded from a live session on February 20, 2014.
Duration: 1 hour and 5 minutes
See what's new for 2013 trader tax reporting and what's new in TradeLog version 13. This 30-minute webinar plus 15 minutes of Q&A was recorded from a live session on February 10, 2014.
Duration: 45 minutes
We receive feedback and questions from thousands of active traders about taxes. For this event, we asked GreenTraderTax CPAs Robert Green and Darren Neuschwander to join us to answer some of the top tax questions that active traders are asking. Listen as they discuss what you need to know about 1099-B, Section 475 MTM ordinary gain or loss treatment, strategies and deductions for traders, and the value of a specialized CPA firm. Recorded from a live session on September 26, 2013.
Duration: 60 minutes
This webinar session begins with a 30-minute refresher course on key features of TradeLog software. We highlight features that are important for traders and investors who are still finishing 2012 tax reporting. At the end, we answer some questions on related subject matter. Recorded from a live session on August 16, 2013.
Duration: 45 minutes
A discussion with the key author of The 1099-B Problem special report published by Armen Computing, Ltd. In this 50-minute webinar, we discuss what the 1099-B problem is and how it's affecting active traders as well as brokers, CPAs, and the IRS. Recorded from a live session on June 19, 2013.
Duration: 50 minutes
Learn ways you can use TradeLog for more than just tax reporting. This 30-minute webinar will highlight key TradeLog features that can help active traders all year long. In addition, we'll share some tips and tricks that help users make the most of their TradeLog software subscription. Recorded from a live session on May 1, 2013.
Duration: 35 minutes
TradeLog version 12 includes some important changes for reporting 2012 taxes. In this video, learn about these changes and understand what is involved in using TradeLog for accurate tax reporting. Recorded from a live session on March 4, 2013.
Duration: 67 minutes
Please note: This information is provided only as a general guide and is not to be taken as official IRS instructions. Cogenta Computing, Inc. does not make investment recommendations nor provide financial, tax or legal advice. You are solely responsible for your investment and tax reporting decisions. Please consult your tax advisor or accountant to discuss your specific situation.