u/Decent_Bunch_5491

Messy m2m accounting scenario

Hi all

Long story short 2026 is the first year I elected m2m status

I’ve been trading on a mix of platforms, all of which are awful for m2m accounting. I also have a lot
Of wash loss embedded in current positions that carried over from last year.

It’s just extra messy and I’ve reached a wall in trying to figure it out.

I was curious if anyone has first hand experience with green trader tax - I’ve gotten a general feel but would love a first hand review if possible

Thanks!

reddit.com
u/Decent_Bunch_5491 — 4 days ago
▲ 2 r/swingtrading+1 crossposts

M2m accounting help

Long story short this is my first year with m2m elected.

I’m also on robinhood. I’m slowly but surely moving my positions over to IBKR

My issue is I have absolutely no idea where I currently stand realized gain/loss wise. I had a lot
Of embedded wash sales carried over as I swing trade out of my core positions (I know lesson learned here)

I run a Mac but even on a friends PC I couldn’t figure out trade log

I tried getting custom reports from gainsight via robinhood but that’s only gotten me so far.

Is there another platform out there I’m missing? Or a recommended accounting firm?

Thanks!

reddit.com
u/Decent_Bunch_5491 — 4 days ago