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Re: Experience in processing IB trades for filling taxes



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Hello hc,

You may want to check out Tradekeeper at http://americanware.netfirms.com
You can use that software for generating Schedule D automatically and it
matches trades based on IRS wash rules.  It's geared towards stocks &
options and has futures support.  The report it gave me on my futures
trading matched exactly what IB stated and I had trades similiar to the ones
you describe below.  It's a very good product. Here is an excerpt from the
web site.

TradeKeeper (click here for more info) is a fully functional FREE download.
The primary purpose is to create IRS Schedule-D for tax filing and provide
profit/loss report for your trades. It is not intended as a live real-time
P/L tracking system for daytraders.

You need to join their TK Yahoo group to get at the download.  The link is
at the bottom of the page.  Hope this helps ease your pain.

Best Regards,
Mike