Lots of option trades, futuress, too. IB, TOS, mostly. So what is a reliable software I should download? No business deduction issues. No other income complications, really. Just SS, pension and some Rothifying, some roll over s-t capital losses from last year.
tradelog doesn’t file other incomes and deductions me think. brokers’ 1099s are sufficient. any wash sales an average trader/investor can’t avoid.
Its really a no brainer with TurboTAX. With IB you need to get a token /(can't remember once a year deal) and the token will allow transfer 1099 from IB to Turbotax. The only issue is you will need to make sure that everything has been dowloaded and may have to override some inputs. The problem is sometimes the download doesnt include basis so you do need to add manually. I have been doing this for IB/12 years always find some minor issue.
i don’t even do that, just type in ib 1099 numbers, and put in a description “see broker’s statement”. that is it, never had a problem with irs.