VIDEO - How to Download your TradeStation Trading Activity for Tax Preparation Learn how to view and download your TradeStation accounts trading activity from the TradeStation Tax Center.
TradeStation Help
The TradeStation Client Center is the online resource for accessing your customer profile, account information, other support tools, and tax preparation info.
The Custom Profile section of the client center lets you manage information about you such as your login credentials and features to which you are subscribed.
The Accounts and Transfer Funds sections of the client center are where you manage and fund your accounts. Here you can do things such as view your account activity, deposit and transfer funds, and access tax information.
Other sections of the client center allow you to Download Software and useful Documents as well as access a number of Support resources.
The TradeStation Tax Center provides you with information related to your TradeStation trading activity to use in preparing your taxes. TradeStation also provides answers to your frequently asked questions on reporting cost basis information (See Equities Account Questions > Cost Basis).
Watch these videos to learn more about tax preparation:
VIDEO - How to Download your TradeStation Trading Activity for Tax Preparation
Learn how to view and download your TradeStation accounts trading activity from the TradeStation Tax Center.
VIDEO - How to Import your TradeStation Trading Activity into TurboTax
TradeStation provides integration with TurboTax allowing you to easily import your trading activity when preparing your taxes.
VIDEO - How to Access Important Tax Information Using TradeStation’s Gain/Loss Tax Management Tool
Learn how to generate reports on your gains and losses to monitor and optimize your tax position, and assist you in filing your taxes.