Quote:
Originally Posted by DRU
Are you guys pulling that info off a statement? Is it excluding the contributions you made from the return you're seeing, or is it just giving you the return based on the starting and ending balance of the account in general?
If it excludes the contributions, does it then adjust the returns shown accordingly? If you remove the contributions but leave the gain, and then calculate that against the starting balance, that would look like a higher return.
Any of you using TD Ameritrade and can point me to a statement that includes this detail? All I'm seeing are monthly's. Until they start issuing tax forms I'm not sure how I'd calculate this precisely..??
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I use TD Ameritrade. You can check under Cost Basis, and then put the date range however you want it and it will give you the gains for that time period.