IX INDYXQUANT
All Portfolios

Tax Optimization

Year-End Tax Reports & Schedule D

Generate a realized gain/loss report, reconcile 1099-B, and prep Schedule D.

1 min read taxschedule-d1099year-end

Year-End Tax Reports

At year-end, the Tax hub compiles everything you need for filing.

What you get

  • Realized gains & losses — short- and long-term, per lot, with holding periods.
  • Schedule D mapping — totals organized to line up with IRS Schedule D and Form 8949.
  • 1099-B reconciliation — match broker-reported figures against the platform's records and flag discrepancies.
  • Carryforward tracking — unused losses carried into future tax years.

How to run it

Open the Tax hub → Year-End tab, choose the tax year, and export the report as PDF or Excel. The K-1 / 1099-B reconciliation tool helps line up partnership and broker documents.

Always reconcile against your official broker 1099 before filing.