Combining Multiple TradeLog Files

Wash sales must be calculated across all brokerage accounts. If your brokerage accounts are maintained in one or more TradeLog data files then these must be combined in order to prepare for reporting your taxes. Once you have combined the TradeLog files, the End Tax Year function can be used.

If you have accounts in other files that need to be included in your tax year file, then you can use Account, Import

MTM and users trading futures – Please proceed to the detailed instructions found at this link: End the Tax Year for MTM Users

Please proceed to the next step to now Run End Tax Year

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