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Question: How do I import Wedbush Securities data into TAPro? After years of working with data we created two solutions for reporting option trades. I. A manual process where you can link the Exercise/Assign/Expire to specific opening option trades a...
Our design work for managing symbol details got ahead of market support and we paused work and disabled the Equivalent Symbol feature. The basic idea was to use a new process for cross matching symbols so that two different symbols could link. If there is...
Topic: TAPro 2014 .txf version for 6781 and 8949 Export to TurboTax Tax Optimization offers can be sketchy. Basically you can do a specific lot allocation during disposal of a position but not after you have traded. Check with your tax person to confirm...
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 per...
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