We are all set for the 2016 season!

Happy new year!  We have made a handful of changes to our software and processing methods to handle the changes to the Schedule D and Forms 8949 once again.  One of those changes will allow us to deliver smaller document sets by taking advantage of the feature on the Schedule D that allows items with no coded adjustments to be collapsed to a single line item in two of the six categories.  For some traders this will result in far fewer pages of the Form 8949, although it makes it slightly more difficult to see the reconciliation with the Form 1099.

In any case, we are all set to go once the 1099s issue this year.

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