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Strategies & Market Trends : Income Taxes and Record Keeping ( tax )
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To: Colin Cody who wrote (346)12/28/1997 11:58:00 PM
From: Greg Peckton  Read Replies (1) of 5810
 
Colin,

Thank you. I know the date the options expired (all
my transactions are maintained in the trading history section
of the Brokerages). Can I just pull out the details online
or do I need an "original" copy from the broker? From what
I understood of Joel's reply, the IRS will already have a
copy of all my transactions, including the expired options,
with them provided by the Brokerages.

My question is very specific : do I need to include the
monthly statements as provided by the Broeerages or can
I just include the information that I can easily pull out
from the Brokerages online sites ?

Again, I appreciate your informative posts and articles
in this thread.
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