User Guide


Adjusting DRIPs

Dividend Reinvestment Plans (DRIPs) are now categorized differently in TradeLog v9 onward. You must now identify stocks that are enrolled in DRIPs so that TradeLog can report these correctly on Form 8949. Since most brokers do not report this information, manual identification and adjustment is required:
To adjust for DRIP identification:
  • Find the ticker that needs to be adjusted for DRIPs using the Find, Ticker command.
  • Select the trade records that are part of the DRIP (See Selecting Multiple Trades for more instructions.)
  • Click Edit, Change Type/Mult or the keyboard shortcut Ctrl + Alt + T.
  • The Change Type/Mult popup window will appear.
  • Make sure to choose DRP-1 from the dropdown menu.
  • Click OK. TradeLog will adjust the Type/Mult column for the selected trades and prompt to save records.