- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
@cav0599, mine was also over 100 pages last year. What I did, and you might try - download the statement PDF from your brokerage. Then, instead of simply printing out the 126 pages, format it to put 2 pages on each paper page. That will get the page count down and it is still readable. You could see how it looks formatting 3 or 4 to a page, but I'm guessing it will become too small to read. Alternatively, as I mentioned last year, you could choose to provide the report in your own format. So, if your brokerage provides for downloading in CSV/Excel format, you can do that, and then within Excel format it to just include the necessary fields, one transaction per line. That way you can probably get 60 or more transactions on each page if you choose a font size of 8 points, and smaller spacing between lines.