Q:Form 1099-b Comes sorted by date of sale regardless of Symbol – I can’t figure out any way to look at the data that way with TradeMax. How do I do this?
If you want to report the sort is by “date of sale”,Please run short/long term Capital gain&loss report
With subtotal function,in dropdown list,select group by day.
| Basic Function | |
| 1. Subtotal Field | To group the report by choosing a column header from its dropdown list. |
You also can use 1099 Gross Sales amount to check ,this value allows you to reconcile the Total Sales amount in TradeMax to your brokerage provided 1099-B Gross Sales amount and shows any necessary adjustments to the TradeMax Total Sales such as for open short sales and option sales.
In Daily Account Report,there will a lot of Statistics information under chart report.
The button line Include 1099 Gross sales Value & short open position total sales,
