User Guide


No Baseline Positions

No baseline positions to enter:
Note: Please make absolutely sure that you do not have open positions by reviewing your December statement of the prior tax year. You need to examine two sections of your statement: (1) Holdings as of December 31; and (2) Trades Pending Settlement. TradeLog records transactions based on trade date as required by the IRS. If there are trades in the prior tax year that are pending settlement, you must account for these in your baseline positions.
Please click here to see instructions on entering open baseline positions.
  • If you are following the on-screen Getting Started instructions in TradeLog, click Next on the Getting Started Panel to proceed to the next step.
Please proceed to the next step, Import your Trade History