So I did some day trading and have 150 page report from E-Trade. Problem is E-Trade said I made $175,000 profit. Quicken says I lost $50,000. Tax day is coming up. E-Trade gives me a PDF of the 1099 with all the trades, but puts and calls are not even sorted alphabetically. I know quicken is correct because the balance matches my monthly statement. But I need to find out which trade is a mismatch. Is there any way to process a PDF and pull the trades out and sort them, and subtotal the columns broken down by which stock it is. This would help me find out which stock is disagreeing between the two. I don't want to wind up paying capital gains that I don't really owe
Hire An accountant to do it for you ASAP. 150 pages will cost you but cost you less than fucking up ur taxes and getting penalized
import the form into a tax filing software
I imported it into TurboTax but it disagrees with quicken
Etrade is trash for taxes if you do heavy options trading. I'm in the same boat. If you do heavy options and/or crypto trading you need a specialized accountant. Not the random h&r block EA tax preparer who is going to upload your W-2 to turbotax and charge you $300. Find a CPA that specifically markets themself to high volume traders.
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There's also the complication of wash sale because I got in and out of the same stock several times. There's also covered calls that I use to sell stock which also adds to complication and quicken does not account for correctly.