IB Friends and Family (Tax related)

Discussion in 'Retail Brokers' started by hoop121, Oct 11, 2012.

  1. hoop121


    Do any of you who are using the F&F on IB assist your clients with getting their trades together for their Schedule D?

    Assuming your clients do not have accountants that do their taxes, what could be the best way for me to help out some of my clients by getting them as prepared as possible to report the trades that were made in their account come tax time?