Detail View of Statement Explaining Form 8949 Differences and Adjustments

The Taxpayer name is populated from the registered name in TradeLog. To modify this, go to the Data File Settings.

The Social Security Number (or Employer Identification Number for entities) is populated after Ending Tax Year if the user has entered one in the popup box when running the Form 8949. 

TradeLog automatically checks this box if you trade both stocks and options for the same underlying security in taxable accounts.

TradeLog automatically checks this box if you have more than one account in your file marked as Regular Cash Basis (Taxable) type.

TradeLog automatically checks this box if you have one or more IRA accounts in your TradeLog file and there are IRA wash sale deferral adjustments that occurred in the tax year.

TradeLog automatically detects if this situation applies based on known variables for the tax year. Specifically: (1) if you have short sales of stock in the tax year AND (2) the short sales occurred in an account assigned to a broker which is known to adjust wash sales in this method. See our online listing of known 1099-B reporting problems for specific details.

TradeLog will automatically check this box if there are short sales on stock in one or more of your taxable accounts.

TradeLog will check this box if you have indicated this situation in the checkbox found on the Form 8949 report menu. See the topic: Checkbox for Other Errors on 1099-B to learn more about using this.