Quote from dagnyt:
How can we get IB to produce statements that provide data in a format that is compatable with Scgedule D? It tkaes far too many hours to transpose the numbers onto Schedule D.
Thanks,
Mark
I use TradeLog which accepts electronic input from most options brokers (IB, ToS, OX, etc.) and then reports back in a Schedule D compatible format. It costs about $200 a year but is worth it in saved time. Also, the guy who runs it (Dave) is very responsive if you contact him by e-mail a problem.