E*TRADE: what did your trading keep after tax?
Upload your E*TRADE export to see wash sales (including across accounts and IRAs), estimated federal + California tax by year, and your after-tax result next to the same dollars in Treasury bills or SPY.
Which file to download
- Best for a full picture: your transaction history download (CSV).
- Best for exact cost basis: the gains & losses page, downloaded as CSV.
- For the Year-End Check: your positions with cost basis (or type current prices in).
Columns named TransactionDate and TransactionType are recognized. Menu names change; look for "Export" or "Download" and choose CSV.
Questions
Does E*TRADE's 1099-B already include wash sales?
Only wash sales of the identical security inside that one account. Buys in your other accounts, a spouse's account or an IRA are not on it, but the IRS rule still applies.
Is my file stored?
No. Your browser strips everything except trade columns, and the server reads the rest in memory only.
Options?
Not yet. Option and short-sale rows are skipped and counted in the report.
E*TRADE is a trademark of its owner. Clearwater Enterprises is not affiliated with E*TRADE.