Handle your wash sales and generator your Schedule D

To display your holding positions in a specific date:

1. Click My Holdings under the Account List
2. A Position box will pop up

   

3. Select your position holding date

   Learn more about: How to select a date

4. Click OK to display the holding positions

   
   
   The positions contains two parts: Open Position and WashSale Defer Position

   Learn more about: Open Long, Open Short