I’ve probably written about before on the forum - but can’t find it at the moment. What I’m not doing is trying to use documents for U.S. tax purposes for my Swiss tax return.
I am using a custom statement, generated via client portal (Menu → Reports /Tax Docs → Statements)
Statement Type Activity
Sections
Account Information
Bond Interest
Broker Interest
Dividends
Financial Instrument Information
Net Asset Value
Open Positions
Withholding Tax
Section Configurations
Profit and Loss None
Breakout Positions into Long and Short? No
Combine by Underlying (MTD/YTD only)? No
Display Canceled Trades? No
Group Buys and Sells per Symbol in Trades Section? No
Hide Details for Positions, Trades and Client Fees Sections? No
Replace Account ID with Account Alias? Yes