The Adjustment option will open a new Adj Code column in the main grid. This field will list one of three categories by letter, (A, B, or C), or show a blank space.
Note: this field only displays a letter when a user manually adjusts the code of one or multiple trades. If this field is left blank, TradeLog will automatically assigned a code based on the type of security being traded. For more information on how TradeLog distinguishes securities for tax purposes - see Understanding IRS Form 8949 Categories.
To activate the Adj Code option, from the User menu, check the box for Adjustment. The new Adj Code column will open on the grid display.
TradeLog may need to be resized to properly display all columns shown in the grid.
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