I should look at using this feature in that case. I do at times end up having accountant fix the tax filings before submitting as I review all the math for it – effectively doing one’s own taxes. Accounts are setup like the structure you mentioned so it might be just matter of designating for TXF report.
I end up doing reconciliation with pen and paper for Divs, Short and Long Term Cap gains. My activities are not that extensive enough that it is burden sum using pen and paper though. From: David T. <[email protected]> Sent: Monday, January 12, 2026 12:10 AM To: [email protected]; Kalpesh Patel <[email protected]>; 'rsbrux' <[email protected]> Subject: Re: [GNC] report of investment income and capital gains (realized and unrealized) for the previous year While that is true, individuals file their taxes as well, and individuals also provide these figures. The commercial ($$$) tax preparation providers will process the 1099s, but if one does ones own taxes, or if one wishes to verify the accuracy of their own data with their brokers' data, then using the TXF report can help. I, for one, like to know that my books agree with the broker's. On January 11, 2026 10:40:29 PM GMT+05:30, Kalpesh Patel <[email protected] <mailto:[email protected]> > wrote: As a side note, in the States, its broker-dealers job to track the realized gains and report to IRS directly. They issue 1099 forms to recipients for tax calculations purposes. -----Original Message----- From: Kalpesh Patel <[email protected] <mailto:[email protected]> > Sent: Sunday, January 11, 2026 12:01 PM To: 'rsbrux' <[email protected] <mailto:[email protected]> >; '[email protected]' <[email protected] <mailto:[email protected]> > Subject: RE: [GNC] report of investment income and capital gains (realized and unrealized) for the previous year You can have multiple copies of the same report open at the same time, and then change the option to match the time range you are interested of in each. You can export each into html format to open it in Excel or equivalent, and do post analysis as you like ... -----Original Message----- From: rsbrux <[email protected] <mailto:[email protected]> > Sent: Saturday, January 10, 2026 12:35 PM To: [email protected] <mailto:[email protected]> Subject: [GNC] report of investment income and capital gains (realized and unrealized) for the previous year The Advanced Portfolio is close to what I want, but gives me the numbers over the entire time I have owned the securities. Is there some way I can modify the report to show the *difference* between the end of year results for two consecutive years? If this requires learning scheme, I would appreciate being referred to a good tutorial (preferably a document, not a video). I found some useful info here: https://gnucash.org/docs/v5/C/gnucash-manual/report-create.html but am surprised that no one else has addressed this, as I imagine it would be needed for tax reporting. _____ gnucash-user mailing list [email protected] <mailto:[email protected]> To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user _____ Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. _______________________________________________ gnucash-user mailing list [email protected] To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
