Have you looked over the reports IB offers? I ran across this
comment: "I trade through Interactivebrokers and their year-end
report gives you a complete breakdown stock by stock with totals of
your short and long term capital gains, plus.interest and dividends
received.
All I do is print it out and give it to my accountant and we
declare the numbers as given by IB. I see no need to do any other
work as IB has pretty much done it all for you already."
Otherwise look into gainskeeper. IB data can be downloaded into
it and it calculates wash sales. Let us know which way you go. BTW
I think Ameritrade users can get gainskeeper for free.
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Title: tax reports Have you looked
capital gains
Posted by bkout3 on 6th of Aug 2009 at 11:16 am
Have you looked over the reports IB offers? I ran across this comment: "I trade through Interactivebrokers and their year-end report gives you a complete breakdown stock by stock with totals of your short and long term capital gains, plus.interest and dividends received.
All I do is print it out and give it to my accountant and we declare the numbers as given by IB. I see no need to do any other work as IB has pretty much done it all for you already."
Otherwise look into gainskeeper. IB data can be downloaded into it and it calculates wash sales. Let us know which way you go. BTW I think Ameritrade users can get gainskeeper for free.