Tax Documents
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Click Performance & Reports followed by Tax Documents.
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Alternatively, click Menu in the top left corner > Reporting > Tax Documents
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The Tax Reporting page gives you access to the following tax-related reporting functions:
- Tax Forms - View and download annual tax forms for the last five years.
- Tax Optimizer - Change tax-lot-matching methods and see the impact of those changes on your profit and loss.
Cost Basis:
- Position Transfer Basis - Specify cost basis for positions transferred into your account using ACATS, ATON or FOP position transfer methods.
- Forex Cost Basis - Update cost basis for your Forex balances as of December 31, 2009.
- 1099 Reporting - Information