1099 Gross sales |Form 8949 Capital Gain & Wash Sales calculator software

How do I reconcile my 8949 to the Form 1099-B


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,

How to check 1099 Gross sales in TradeMax


This value(1099 Gross Sales) 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.

  1. After you download the price of the security in a set time range, select the specific finance year (.i.e. FY2006) under the selected account,then click Trade Data& Report < Add Report < Daily Account Value.
  2. The Daily Account Value option will automatically add to the sub-menu under Trade Data & Report.
  3. In Daily Account Report,there will a lot of Statistics information under chart report.
    Include 1099 Gross sales Value,short open position total sales,
    Short Term Total Sales,Long Term Total Sales
    Start Date Market Value,End Date Market Value,Max Account Value Drop Down
    Realized Total profit,Average Profit per trade
    Realized Total Loss,Average loss per trade
    Realized net profit,Average net Profit per trade
    Mark to Market Total profit(loss),Mark to Market Average Profit(loss) per trade

Page 1 of 11

Copyright © 2008-2016 Neutral Trend Inc. All Rights Reserved.