The Tax Report displays lot matching information in a Schedule D style format. It includes buy and sell information that is separated by long and short term holding periods. Additionally, it also provides 1099 cross-checking information to verify that all your information matches the information your broker has reported to the IRS. (Note: Due to the complexity of the U.S. tax code, we cannot guarantee this report will be valid in all situations. Please see the displaimer provided with this report and check with your tax professional when in doubt).

For ease in printing, manipulating and saving this information, TradePerformance™ uses the default web browser on your system to display reports.