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

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