GruntWorx Trade Summary

Trade 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 any of the VERIFIED Products and is included with GruntWorxLITE.

GruntWorx Trade 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 VERIFIED Products
  • Self-Validate when used with GruntWorxLITE at no extra cost
  • Reduce review time by only having summary information extracted

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