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Video instructions and help with filling out and completing Fill Form 4797 Toggle

Instructions and Help about Fill Form 4797 Toggle

Watch this schedule d video for helpful tips. You will need the following items: Form 1099, which shows the reported sales total, open transactions from the prior-year transactions for this tax year, and schedule d generation software. Visit tradeaccountant.com for a free trial. Let's take a look at an example of the steps. I have downloaded Trade Accountant, installed it, and added the trial key. In this case, I have used an active key so we can show all the features. There are three tabs that we are mostly interested in: the accounts tab, the transactions tab, and the tax reports tab. Let's start with the accounts tab. Select "add" and add an account. Finish the process. Next, we need transactions. You can either add transactions manually or import them from a file. In this case, we have adjusted the names of the headings in the file so they will more easily map into Trade Accountant. Select "File," then "Import File," and choose the data file. Give it a profile name, let's call it "CSV" because it's comma-separated and in a standard file format. Select "continue" to map the data into Trade Accountant. If the mapping is correct, you can just click "continue." If not, you can change the mapping. Click "continue" and let the software analyze and calculate the data. The import process is now finished, and I have transactions. Now, I can go to the tax report tab and it will calculate the schedule d. I can import multiple years of data and then select the year of interest. In this case, I'm interested in 2009. The software calculates my gain/loss total. At this point, if I have quality data and there are no missing opening trades, I can see my report. Click on "print preview" to look at...