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Strategies & Market Trends : Income Taxes and Record Keeping ( tax ) -- Ignore unavailable to you. Want to Upgrade?


To: Dan Duchardt who wrote (2594)1/1/2000 5:21:00 PM
From: swisstrader  Respond to of 5810
 
Dan...I believe (from the nightmare I experienced last yr), that Schwab does send the 1099 (obvious) and trade activity, but no matching of individual trades or indication of profit or loss on each transaction (more like a high level view vs. level of detail that my taxman indicates we need)...I also like your suggestion of text transfer, which will lessen the pain to some extent...thanks for the help, swiss