Guide: Using TradeLog Each Year
Follow these eight steps to use TradeLog successfully.
STEP 1 - Create New File / Locate File From Previous Year
STEP 2 - Establish Your Starting Point
STEP 3 - Import Trade History
STEP 4 - Verify Open Positions
STEP 5 - Reconcile 1099-B Proceeds
STEP 6 - End Tax Year and Create Next Year File
STEP 7 - Generate Tax Reports
STEP 8 - File Your Tax Reporting
- Electronic Filing (e-File)
- E-File Using Form 8453 Method - Recommended
- E-File Using TaxACT®
- Entering Form 8949 Totals Into TaxACT®
- TaxAct® CSV Export
- Import Data into TaxACT®