Advise me on needed info to help tax preparer (make it easy for him)

Discussion in 'Taxes and Accounting' started by birdman, Apr 24, 2015.

  1. birdman

    birdman

    This year my broker statement (Ameritrade) wasn't sufficient (inconclusive) and i had to dig up trades from past 2 years. No biggie. But I've always fancied a time when i would trade more frequently.

    When i do, I'll need to plan for better records. If i start a file with 2 lines, showing the following, is that good - or will there be a better way? Thanks!
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    Shares, Security, Symbol – Purchase Date – Cost – Commission


    Sales Proceeds – Sale Date – Commission – Gain (loss)
     
  2. BSAM

    BSAM

    Do your own taxes.
    No American should have to pay another American to keep himself out of jail.