If you have any wash sales you won't be able to use the summarized form. Frec should be able to avoid this scenario but in the past I used wealthfront and it would occasionally generate these which required me to list every trade in my taxes. Overall Frec looks really interesting, I might give it a shot myself.
If you have any wash sales you won't be able to use the summarized form. Frec should be able to avoid this scenario but in the past I used wealthfront and it would occasionally generate these which required me to list every trade in my taxes. Overall Frec looks really interesting, I might give it a shot myself.
If you have any wash sales you won't be able to use the summarized form. Frec should be able to avoid this scenario but in the past I used wealthfront and it would occasionally generate these which required me to list every trade in my taxes. Overall Frec looks really interesting, I might give it a shot myself.
Avoiding wash sales seems pretty foundational!
I’m hoping tax software is getting more used to these types of larger file imports.