TAXES - Schedule D - StockFetcher.com Stock Screener

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karennma 8,057 posts msg #127589 - Remove message	3/10/2016 6:27:18 PM Thanks, c1916.
Kevin_in_GA 4,599 posts msg #127595 - Remove message	3/11/2016 11:59:26 AM The H&R Block software (formerly called TaxCut) does this as well. All you need to do is to have it connect to your broker (e.g., Fidelity, etc.) and it can download and import them for you.
Kevin_in_GA 4,599 posts msg #132097 - Remove message	10/25/2016 12:41:43 PM I also now use TradeLog, which can automatically connect to IB and download and properly assign all trade types to the right categories for tax purposes.