End current tax year & make adjustments for next year
Please see the lesson: End Tax Year for a video discussion of how to use this function.
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.
Before TradeLog can complete the End Tax Year Function you will need to complete the Year End Checklist for each account managed in TradeLog:
Select the Account Tab for the account you wish to complete the checklist on.
Click the Year End Checklist button.
The Year End Checklist dialog box will appear.
Check off the items on the Checklist that you have completed. If you are not sure whether you completed the item you can click the Action Button to go directly to that operation. Then return to the Year End Checklist to continue.
Note: Some checklist items may be disabled if they do not apply to your account.
For more detailed instructions for each checklist item, please click on the appropriate link below:
Expired All Open Options That Expired in Current Tax Year
Exercised All Options That Needed To Be Exercised
Verified Year End Open Positions
Once you have completed and checked off all checklist items for your account click OK.
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