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  1. #1
    Member
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    Feb 2006
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    18,203

    Any Particular Firm has best reports

    Want to open an account and was just wondering if one is better than another as far as reports from buying and selling for tax purposes? Most will be long term holds but will sell to recoup investment on rise. Thanks Jeff
    All sheep are eventually led to slaughter

  2. Stocks/Investments Moderator boneil's Avatar
    Join Date
    Jul 2010
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    Aberdeen, MD
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    12,197
    #2
    They're probably all the same as far as tax purposes, the only difference might be when they report your tax documents. Spend some time on the broker websites to familiarize yourself with what they offer and the layouts.
    Thanos was the hero

  3. Member
    Join Date
    Nov 2011
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    Coral Springs, Florida
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    10,906
    #3
    I think most of them will show whether your position is short term or long term. If you are trying to avoid a wash sale then I really have not found a way to track that on a platform so I just write down the sale date manually.