Taxes – Aggregate

  • Imports: import data from any trading system, then allocate realized gains to investors.
  • Netting: use either partial or full netting methods.
  • Estimates: aggregate allocations are available in tax adjustments for washsales, etc.

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  • Tax Entity

    Penny Tax Entity

    Within the tax entity, the realized gain method can be selected.

  • Tax Aggregate Allocation

    Penny Tax Aggregate Allocation

    Net aggregate is calculated, and realized allocated accordingly.

  • Tax Basis Report

    Penny Tax Basis Report

    The tax basis is used to determine the net aggregate account.

  • Realized Gain Import

    Penny Realized Gain Import

    Import realized gains from almost any system