CHOOSE HOW YOU WANT TO
MANAGE YOUR TRADER TAXES

Your accurate trade accounting starts with a complete trade history. No more sifting through statements and papers, no more spreadsheets. With TradeLog, keep ALL your trade history, for ALL your broker accounts, in ONE tax year file.

• Records stocks, bonds, mutual funds, options, ETFs, futures, and Forex*.
• Import from over 40 online brokers. See if your broker is supported.
• Set up any number of brokerage accounts in one tax year file.
• Track all types of accounts – cash basis, MTM and IRA.

^{* Futures and Forex limited to supported brokers.}

Broker 1099-B reports follow IRS rules for broker reporting – but taxpayers have different requirements. TradeLog uses actual trade history to generate the IRS-ready reporting traders and active investors need.

• Create Form 8949 for IRS Schedule D
• Export reporting for use with TaxACT®, TurboTax® and other tax software
• Reconcile with your 1099-B and make necessary adjustments for accurate reporting.

Popular tax programs were never designed to handle the complexities of the IRS wash sale rules. TradeLog was created specifically for traders and active investors to handle complex wash sale rules for taxpayers, which is quite different than the  rules for brokerages.

• Wash sales identified and adjusted for stocks, options, and short sales
• User-defined wash sale settings based on individual trading style
• Identifies wash sales between accounts
• IRA wash sales properly identified and disallowed
• Tracks wash sale deferrals from one year to the next so you never lose your losses.

While wash sales are typically unavoidable for active traders, some wash sale situations may have disastrous tax consequences. TradeLog can be used all year long to help avoid wash sale disasters. The Potential Wash Sales Report provides the information you need to understand your wash sale situations and make necessary trading decisions.

• Use TradeLog regularly to monitor wash sale situations affecting you
• Know which open positions carry large wash sale deferrals
• Be alert to acquisitions that may trigger new wash sales
• Take action quickly when an always-harmful IRA wash sale was triggered.

Traders who have elected section 475 Trader Status* with the IRS, and traders in futures and other Section 1256 contracts, are all required to use mark to market accounting for some or all of their trading. TradeLog provides the tools and reporting needed for mark to market accounting.

• Automates year end mark to market adjustments
• Reporting for IRS Form 4797 for section 475 traders*
• Section 481 reporting for mark to market election*
• Automatic identification of section 1256 contracts – futures and broad-based index options.

*Note: Mark to Market accounting features for Section 475 Trader Tax Status are available only in the TradeLog TRADER and ELITE versions.

Complicated tax adjustments are often needed for corporate actions and other trading events. TradeLog provides a suite of comprehensive editing functions.

• Options: Expirations, exercises and assignments
• Corporate actions: Stock splits, cost basis adjustments, and ticker changes
• Matching: Specific lot matching. Long/short conversions.

Profitable trading involves information and analysis to understand trends, strategies, and performance. TradeLog provides powerful trade journaling and performance analysis tools to help you become a better trader.

• Keep comprehensive notes on what and why you traded
• Measure key performance metrics on winning and losing trades
• Visualize your profitability with various charts and reports
• Assign strategies to individual or groups of trades, and monitor results
• Customizable filters allow you to drill down deep into your trade history.

All of the features, plus the technical support to back it up. TradeLog provides the most extensive technical support of any trader tax software.

• Eight-Step Guide for easier tax reporting.
• Detailed instructions at your fingertips
• Online resources and video tutorials 
• Regular updates for broker support and tax compliance.