Replies to post #128561 on Simple's Green Room

[boca_bobby]

I saw the guy at HR block do the very same thing a few years ago. I had several hundred options trades and he just summarized it by putting the name of the broker with the date in, date out, price in and price out.

I'm not positive this is the way the IRS wants to see it. But the way I figure it, as long as my #'s are corrrect showing the proper capital gains or losses I'm good. If they want to audit me and go through each and every trade to come up with the same # that I did then by all means, go 4 it Uncle Sam.....

[estimator]

Joe, what platform do you use? TD Ameritrade has a profit loss report I can print from the platform and thats what I give the accountant.