Knowledgebase
Will my 1099 match the total in TAPro?
Posted by Henry Gage on 16 March 2014 09:32 PM

Question: Will my 1099 match the total in TAPro?

Regarding the 1099 matching what appears in TA. We expect is should match. The 1099 initially focused on Sales. Now it includes cost basis adjustments. If you have all of your trades for the reporting period then you should see a total that matches that sales number. There are some reconciliation tools built into TA that help with this.

See this page...
http://tradeaccountant.com/html/analyze.html

The first part of this screen shows a wizard...

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