GruntWorx Trades summary

Trades Summary is designed to help users automatically transform
1099-B summary information from Consolidated Brokerage
statements into a standard Microsoft Excel file to import into any
tax preparation software package. Trades Summary can be added on
to Organize or Populate and is included with Populate LITE.

GruntWorx Trades Summary extracts the Sales Price, Cost Basis and Wash Loss (if applicable) for each of the following:

  • Short Term Covered
  • Short Term Non-Covered
  • Long Term Covered
  • Long Term Non-Covered
  • Short Term Other
  • Long Term Other
  • Undetermined

Benefits:

  • Reduce 10s/100s/1000s of Trades into a single summary sheet
  • Lower cost with fixed priced per Brokerage
  • Validated by GruntWorx when used with Organize or Populate
  • Self-Validate when used with Populate LITE at no extra cost
  • Reduce review time by only having summary information extracted