Канал: TradeLog

Trader Tax Reporting Made Easy: Learn How TradeLog Services Helps Traders and Active Investors

Trader Tax Reporting Made Easy: Learn How TradeLog Services Helps Traders and Active Investors

How to link with SnapTrade for BrokerConnect

How to link with SnapTrade for BrokerConnect

Tutorial 1.1: How to Create a New TradeLog File

Tutorial 1.1: How to Create a New TradeLog File

Tutorial 7.1: How to Generate Tax Reports

Tutorial 7.1: How to Generate Tax Reports

Tutorial: How to get Help with TradeLog

Tutorial: How to get Help with TradeLog

Tutorial 1.2: How to Add Accounts

Tutorial 1.2: How to Add Accounts

Controlling Wash Sales | Understanding Trader Taxes - Lesson 4

Controlling Wash Sales | Understanding Trader Taxes - Lesson 4

How Wash Sales Affect Active Traders | Understanding Trader Taxes - Lesson 3

How Wash Sales Affect Active Traders | Understanding Trader Taxes - Lesson 3

The IRS Wash Sale Rule | Understanding Trader Taxes - Lesson 2

The IRS Wash Sale Rule | Understanding Trader Taxes - Lesson 2

What is a Wash Sale? | Understanding Trader Taxes - Lesson 1

What is a Wash Sale? | Understanding Trader Taxes - Lesson 1

Why Traders Need TradeLog: Taking Control of Taxes and Wash Sales

Why Traders Need TradeLog: Taking Control of Taxes and Wash Sales

How to Read the Potential Wash Sales Report

How to Read the Potential Wash Sales Report

How to Read the Wash Sale Details Report

How to Read the Wash Sale Details Report

How TradeLog Works Video

How TradeLog Works Video

How to link with Plaid for BrokerConnect

How to link with Plaid for BrokerConnect

Importing Tutorial: How to Import from Excel

Importing Tutorial: How to Import from Excel

Tutorial 6.1: Completing the Year End Checklist

Tutorial 6.1: Completing the Year End Checklist

Tutorial 3.1: How to Import Your Trade History

Tutorial 3.1: How to Import Your Trade History

Tutorial 3.3: How to Adjust for Long/Short Errors

Tutorial 3.3: How to Adjust for Long/Short Errors

How to Transfer TradeLog to a New Computer

How to Transfer TradeLog to a New Computer

Tutorial 2.4: Importing Baseline Positions from Excel

Tutorial 2.4: Importing Baseline Positions from Excel

Tips: How to Save & Access Your File from Cloud Drives

Tips: How to Save & Access Your File from Cloud Drives

Tutorial 3.6: How to Manually Enter a Trade

Tutorial 3.6: How to Manually Enter a Trade

Tips: Backup/Restore TradeLog Files

Tips: Backup/Restore TradeLog Files

Avoiding Wash Sale Disasters: How Traders Take Control

Avoiding Wash Sale Disasters: How Traders Take Control

Introducing TradeLog 20!

Introducing TradeLog 20!

Tutorial 6.3: Reverse End Tax Year in TradeLog

Tutorial 6.3: Reverse End Tax Year in TradeLog

Tutorial 3.5: How to Edit a Trade Record

Tutorial 3.5: How to Edit a Trade Record

Tutorial 3.2: How to Fix Negative Shares

Tutorial 3.2: How to Fix Negative Shares

Tutorial 4.1: Verify Open Positions

Tutorial 4.1: Verify Open Positions

Tutorial 1.1: How to Create a New TradeLog File

Tutorial 1.1: How to Create a New TradeLog File

Tutorial 5.4: Adjusting Cost Basis Amount

Tutorial 5.4: Adjusting Cost Basis Amount

Tutorial 5.1: How to Reconcile 1099-B Proceeds

Tutorial 5.1: How to Reconcile 1099-B Proceeds

Tutorial 2.1: What are Baseline Positions?

Tutorial 2.1: What are Baseline Positions?

Tutorial 4.2: How to Expire Open Options in TradeLog

Tutorial 4.2: How to Expire Open Options in TradeLog

Tutorial 2.2: How to use the Baseline Positions Wizard

Tutorial 2.2: How to use the Baseline Positions Wizard

Tutorial 4.3 How to Exercise/Assign Options

Tutorial 4.3 How to Exercise/Assign Options

Tutorial 5.3: How to Classify Section 1256 Contracts

Tutorial 5.3: How to Classify Section 1256 Contracts

Tutorial 2.3: How to Manually Enter Baseline Positions

Tutorial 2.3: How to Manually Enter Baseline Positions

Tutorial 3.4: How to Adjust for Stock Splits

Tutorial 3.4: How to Adjust for Stock Splits

Tutorial 5.5: Adjusting Form 8949 Code

Tutorial 5.5: Adjusting Form 8949 Code

Tutorial 1.3: Locating a TradeLog Data File

Tutorial 1.3: Locating a TradeLog Data File

Tutorial 6.2: Ending the Tax Year

Tutorial 6.2: Ending the Tax Year

Lets Get Started

Lets Get Started

Tutorial 8.1: How to File Your Tax Reporting

Tutorial 8.1: How to File Your Tax Reporting

Trader Strategy & Execution Showcase - June 2021

Trader Strategy & Execution Showcase - June 2021

Finishing Trader Taxes with TradeLog 2020 - Form 8949

Finishing Trader Taxes with TradeLog 2020 - Form 8949

Day Trader's Technology Virtual Showcase

Day Trader's Technology Virtual Showcase

TradeLog's Fidelity BrokerConnect: Overcoming Delay From Streamlined Client Experience Redirect

TradeLog's Fidelity BrokerConnect: Overcoming Delay From Streamlined Client Experience Redirect

New TradeLog Support Center

New TradeLog Support Center

Controlling Negative Wash Sale Effects

Controlling Negative Wash Sale Effects

Finished Tax Reporting Tips and Best Practices for Future Success

Finished Tax Reporting Tips and Best Practices for Future Success

How to Reconcile 1099-B with TradeLog Software

How to Reconcile 1099-B with TradeLog Software

TradeLog Demonstration - March 9, 2017

TradeLog Demonstration - March 9, 2017

TradeLog Demonstration - March 8, 2017

TradeLog Demonstration - March 8, 2017

Using TradeLog for 2016 Trader Tax Reporting

Using TradeLog for 2016 Trader Tax Reporting

How to Use TradeLog Software: Newest Features and Getting Started

How to Use TradeLog Software: Newest Features and Getting Started

Webinar: Meet Cogenta! The New Owners of TradeLog Software

Webinar: Meet Cogenta! The New Owners of TradeLog Software

Using TradeLog for 2014 Trader Tax Reporting

Using TradeLog for 2014 Trader Tax Reporting

How to Avoid Harmful January Wash Sales

How to Avoid Harmful January Wash Sales

IRA Wash Sales and the Painful Results

IRA Wash Sales and the Painful Results

Webinar: Five Things You Need to Know About 2014 Trader Tax Reporting

Webinar: Five Things You Need to Know About 2014 Trader Tax Reporting

Watching Wash Sales in December

Watching Wash Sales in December

Wash Sales 101 for Active Traders

Wash Sales 101 for Active Traders

TradeLog Software Quick Tour

TradeLog Software Quick Tour

Step-by-Step: How to Use TradeLog for 2013 Trader Tax Reporting

Step-by-Step: How to Use TradeLog for 2013 Trader Tax Reporting

Using TradeLog for 2013 Trader Tax Reporting

Using TradeLog for 2013 Trader Tax Reporting

Taking Control of Wash Sales

Taking Control of Wash Sales

TradeLog Introduction Video

TradeLog Introduction Video

Taxes for Active Traders: Expert CPAs answer important questions.

Taxes for Active Traders: Expert CPAs answer important questions.

TradeLog Refresher - For 2012 Tax Reporting

TradeLog Refresher - For 2012 Tax Reporting

TradeLog in 15 Minutes - Demo

TradeLog in 15 Minutes - Demo

TradeLog: Filing Taxes

TradeLog: Filing Taxes

TradeLog: Generating Tax Reporting

TradeLog: Generating Tax Reporting

TradeLog: End Tax Year

TradeLog: End Tax Year

TradeLog: Reconcile 1099-B

TradeLog: Reconcile 1099-B

TradeLog: Verify Open Positions

TradeLog: Verify Open Positions

TradeLog: Importing Trades

TradeLog: Importing Trades

TradeLog: Entering Baseline Positions

TradeLog: Entering Baseline Positions

TradeLog: Create New Data File

TradeLog: Create New Data File

TradeLog: Overview

TradeLog: Overview

How the 1099-B Problem Affects You!

How the 1099-B Problem Affects You!

What's New in TradeLog 12.1

What's New in TradeLog 12.1

Webinar: Do More With TradeLog

Webinar: Do More With TradeLog

Using TradeLog Version 12 for 2012 Tax Filing

Using TradeLog Version 12 for 2012 Tax Filing

Webinar: Wash Sales in IRAs

Webinar: Wash Sales in IRAs

TradeLog Tutorial: Reconciling 1099-B

TradeLog Tutorial: Reconciling 1099-B

Expert Tax Strategies and Solutions

Expert Tax Strategies and Solutions

TradeLog Class: Reconciling 1099-B and Ending the Tax Year, Form 8949

TradeLog Class: Reconciling 1099-B and Ending the Tax Year, Form 8949

2011 Trader Tax Filing with TradeLog

2011 Trader Tax Filing with TradeLog

Using TradeLog for the First Time - TradeLog 9.0

Using TradeLog for the First Time - TradeLog 9.0

Webinar: Wash Sales and the Active Trader

Webinar: Wash Sales and the Active Trader

Webinar: Top Ten Best Practices for TradeLog Users

Webinar: Top Ten Best Practices for TradeLog Users

Webinar: Understanding TradeLog Option Trading Functions

Webinar: Understanding TradeLog Option Trading Functions

Webinar: Using TradeLog for the First Time

Webinar: Using TradeLog for the First Time

Four Trader Tax Facts

Four Trader Tax Facts

Importing from Excel or Text file (for non-supported brokers)

Importing from Excel or Text file (for non-supported brokers)

TradeLog: Running IRS Schedule D-1 Report

TradeLog: Running IRS Schedule D-1 Report

TradeLog MTM: Filing Taxes for Mark-to-Market Users

TradeLog MTM: Filing Taxes for Mark-to-Market Users

TradeLog: Gains and Losses Report - a Comprehensive Guide

TradeLog: Gains and Losses Report - a Comprehensive Guide

TradeLog: Tax Filing

TradeLog: Tax Filing

TradeLog MTM: Ending the Tax Year for Mark-to-Market Accounting

TradeLog MTM: Ending the Tax Year for Mark-to-Market Accounting

TradeLog: Ending the Tax Year

TradeLog: Ending the Tax Year

TradeLog: Combining Brokerage Accounts for Reporting

TradeLog: Combining Brokerage Accounts for Reporting

TradeLog: Running Trade Analysis Reports

TradeLog: Running Trade Analysis Reports

TradeLog: Using Filter Functions

TradeLog: Using Filter Functions

TradeLog: Finding Securities and Instruments in TradeLog

TradeLog: Finding Securities and Instruments in TradeLog

TradeLog: Editing Trade Records

TradeLog: Editing Trade Records

TradeLog: Changing Option Ticker Symbols

TradeLog: Changing Option Ticker Symbols

TradeLog: Option Exercise and Assignment Adjustments

TradeLog: Option Exercise and Assignment Adjustments

TradeLog: Adjusting for Stock Splits

TradeLog: Adjusting for Stock Splits

TradeLog: Fixing Negative Shares Errors

TradeLog: Fixing Negative Shares Errors

TradeLog: Get Current Prices Function

TradeLog: Get Current Prices Function

TradeLog: Gathering Baseline Position Data

TradeLog: Gathering Baseline Position Data

TradeLog: Checking and Pricing Open Positions Tutorial

TradeLog: Checking and Pricing Open Positions Tutorial

TradeLog: Importing Trade History from Broker Website

TradeLog: Importing Trade History from Broker Website

TradeLog: Importing from Trade History Download

TradeLog: Importing from Trade History Download

TradeLog: Manually Entering Positions

TradeLog: Manually Entering Positions

TradeLog: Importing from Online Brokers

TradeLog: Importing from Online Brokers

TradeLog: Manually Entering Wash Sale Defferals

TradeLog: Manually Entering Wash Sale Defferals

TradeLog: Locate Past Year Data Files

TradeLog: Locate Past Year Data Files

TradeLog MTM: Creating a Mark-to-Market Data File

TradeLog MTM: Creating a Mark-to-Market Data File

TradeLog: Creating a New Data File

TradeLog: Creating a New Data File

TradeLog Quick Start Guide

TradeLog Quick Start Guide