"Realized GainLoss" tab. Click on "Trade Activity". In this case, you'll need to purchase the ConvertExcel2TXF macro to generate a TXF file for importing into your tax software. XM Group is a reliable broker with amazing bonus system and what is more important really good trading facilities suitable for beginners and more advanced traders. Select the option for "Gain and Loss Report (Schedule.
Select the date range (e.g., Jan 1 to Dec 31). Finally, click on the Download to Excel button. Unfortunately, as with several other brokers, IZone only offers a download of individual buy and sell transactions, but what you need are the combined transactions, where the buy and sell orders have been matched.
Login to your account and follow the steps below:. In that case, you can just download to Excel and then use the ConvertExcel2TXF macro to generate a new TXF file which will include the wash sale entries.) IB's 'Schedule D' tax report is very easy to use. Select MS Excel as the download format." That's it! Open the.htm document with Excel and remove the header and footer information so that only individual trade transactions remain. You will have to download 4 quarters and then combine them to a single file (via copying and pasting). Specify the time frame (e.g., to 12/31/2009) and then press "Go". Login to your account and click on Account Download in the Account Services menu (on the left column). Edward Jones Getting your download from Edward Jones is pretty straightforward:. More information can be found on the XMs website, m/account-funding. Here you'll find instructions for using. SogoTrade/SogoElite, tDAmeritrade, terra Nova, thinkOrSwim, tradeKing, tradeStation.