Track Your Trades

Category: Business    

Date Listed/Updated: 2023-03-20 09:04:12

File size: 4920 KB

OS: Win2000,Win7 x32,Win7 x64,Win98,WinOther,WinVista,WinVista x64,WinXP,Other  License: Other  Price($): 39.95

Author/Publisher name: Christ Milesis

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Description:

Track Your Trades (TYT) simplifies completion of the otherwise tedious federal Schedule D (Capital Gains and Losses) tax form. Created for investors, traders, and tax professionals, TYT supports stocks, options, mutual funds, short sales, wash sales, FIFO cost basis, LIFO cost basis, Specific Shares cost basis, equity type filtering, and password protection. Users can either print the Schedule D report for mailing, or export it to TurboTax, H&R Block Tax Software, TaxAct, or Excel for e-filing. Trades can be manually entered, or imported via a CSV file downloaded from TD Ameritrade, E*Trade, Fidelity, Schwab, or similar online brokerage. TYT stores trades from one or more brokerage accounts in a single consolidated file, allowing easier tax reporting from your PC or laptop. TYT also contains tools to support tax planning, including a What-If Wizard, which helps users find opportunities for strategic tax-loss selling. Now with Internet features, transaction detail reporting, enhanced import capability, and Form 4797 for Mark-to-Market traders.

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Tags: IRS  schedule d  tax return  trades  investing  portfolio  finance  stocks  options  form 8949  stock market  f 

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