IB 用户tax 的技巧

xiaochong

IB有直接的8849可用，计算应该是对的，需要注意的是有一项是wash sale，计算时要考虑wash sale那一项才能计算准确
另外，IB的2012年报告中的trade 可以直接拷贝到excel，这样可以用excel直接计算gain or loss，很方便

silicon_beaver

Thanks.

It's my first year to report gain & loss of my IB.
Most time, I still use excel, then manually type in the numbers.
Since 2011, sounds it changed a lot. Not many fields user still could control. Before you file, IRS already knows the numbers.  

befriend

Thanks for share.

开小差

i think if u use turbo tax, u can import from IB,

90ufo

be careful, my IB  8949 PartA "cost basis" and "washsale adjustment number"are wrong!!!!!!!!!!!!!!!  fortunately 1099B's PartA number is correct.
8949 PartB and PartC seem to be correct.