- 1099 Reconciliation Report
- Wash Sale Details Report
- Potential Wash Sales Report
- Potential Wash Sales Report - Section 1: Wash Sales Attached to Open Positions
- Potential Wash Sales Report - Section 2: Losses That May Be Disallowed By New Trades
- Potential Wash Sales Report - Section 3: Wash Sales Lost to IRA Account(s)
- IRS Form 8949
- Statement Explaining Differences and Adjustments Between Form 8949 and 1099-B
- Detail View of Statement Explaining Form 8949 Differences and Adjustments
- Statement Explaining Form 8949 Differences and Adjustments - Checkbox for Other Errors on 1099-B
- Form 8949 E-Filing Option
- Gains & Losses Report
- Gains & Losses Report - Wash Sales Deferred to Next Tax Year
- Section 1256 Contracts
- Section 1256 Contracts - Adjusting Open Futures Positions at Year End
- Section 1256 Contracts - Reporting Gains/Losses
- Realized P&L
- Detail Report
- Summary Report
- Performance Report
- Chart Reports
- Chart Report: Basic
- Chart Report: Time of Day
- Chart Report: Day of Week
- Chart Report: Ticker Compare
- Chart Report: Strategy
- Report Setup
- Navigating a Report
- Printing a Report
- Saving a Report
