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.