I have been keeping a excel sheet of my orders. Now and then I come across something that I forgot to put on but then do so once I realize it. So I at least have that. You said this," You haven't sold and taken the gain or loss out." What are you referring to here? I have sold for profits and losses but haven't taken anything out of the brokerage account. Do you know which tax professional would be best to see about this? I read that Enrolled Agents are IRS certified, so maybe them? Thank you for all your help with this.
