Considerations
One final warning to remember when filing your tax return: Be sure to provide accurate backup documentation of your trading records. This will appease the IRS and minimize the chances of an audit on your return. Also, be sure to include backup confirmation from your broker on all Specific ID sales. A good rule of thumb is that if you can't figure out your own report, chances are the IRS won't either. Avoid an appointment with an IRS agent next summer looking to decipher your records; include the full GainsKeeper Realized report with your Schedule D and taxes.