GeoffreyG
New Member

Investors & landlords

Hello hkgeller1000:

Yes, you are correct.  What you describe in another valid option too.  As long as you're comfortable with printing and mailing your brokerage account trading summary to the IRS, that is a proven filing method as well.  In fact, when going through TurboTax Premier (or above) you may even notice that your solution is one of the built-in reporting choices that the software gives you.  The in-program instructions will also help guide you.

Regards, and good luck with your future trading activities.