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User Guide

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Gains and Losses Report

 
The Capital Gains and Losses report is designed to be used as a substitute for the Schedule D-1 (TradeLog users) or Form 4797 for traders who have elected the "mark to market" method of accounting (TradeLog MTM users). The report can be generated at any time so users can track their trading gains and losses throughout the tax year and avoid trades that could result in loss deferrals due to wash sales.