My suggestion to you would be to get one of the commercial tax preparation programs, and use that to prepare your taxes. They are fairly resonably price, are not that difficult to use, and will walk you through the inputs to schedule D for capital gains/losses, and margin interest (which can accessed off schedule A (investment interest) which is limited to investment income). You'll have to know particulars such as when you bought the securities, how much you paid for them, etc. Things such as brokers fees and sales commissions are normally on the statements you get from your brokers, and may even be on the 1099B you get from them. Its very important that you account for all the moneys reported on the 1099B, as that information is reported to the IRS, and will be considered as taxable income, unless you declare and show otherwise. In addition, if you use the same program next year, it will normally roll over any unused capital loss, so you get any advantage from that. Keep in mind that any capital loss you can't take this year will keep its character next (ie short term loss will remain short term, long term will remain long term, etc etc). For what you pay for the program, the headaches you avoid is well worth it. These new ones even have audit programs, check calculations, and just leave a lot less things to chance versus preparing by hand.
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