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Remember to check the match and summary reports for accuracy. We are not responsible for the correctness of your reports. Our user forum (washsale.com) is offline at this time. Please contact support directly if you have questions.
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Substantially Identical Securities Handling
Schedule D Report Generation
Cross Account Wash Adjustments
Short Sale Wash Adjustments
Mark-to-Market Calculation/Tracking
Constructive Sale Handling
Extended Holding Period Tracking
FIFO and Specific Lot Matching
Wash Sale Watch/Detection
(new)
Basis Adjustment
CSV Upload and Download
Corporate Actions Administration
Automated Annual Baselines
OFX Direct Import
Calculation Comparison
Mark-To-Market Automation
Detailed Matching Reports
Fairmark - The Wash Sale Rule
ED Zollars - Schedule D & E-Filing (pdf)
Ernst & Young - Taxes and Investing (pdf)
Daytradeteam -MTM for Option Traders
SmartMoney - Mutual Funds Tax Guide
Ted Tesser - MTM Trader's Tax Edge (pdf)
More recommended reading...