Description of Handy Label Maker Track Your TradesT« simplifies preparation of your tax return by generating an IRS Schedule D (Capital Gains and Losses) tax report. Added bonus: you can also use it to produce a completed Schedule D for PRIOR tax years. Wash sale reporting is automatically included; however, you have the opportunity to turn it off if you choose to not display wash sales. Likewise, option trades are included, but you can suppress them via a filter. Schedule D and Form 8949 can be viewed or printed at your convenience, or exported to TurboTax, H&R Block At Home, or Excel. Track Your Trades is also a streamlined method of accurately tracking your stock, option, and mutual fund transactions. Its simplicity, speed, and compactness appeal to traders and investors who want convenience when managing their trades. Trades are easily entered (either manually or via import) and retrieved at your convenience from your PC or laptop. Note: the import function does not currently support option trades or trades of stock triggered by exercise of an option. However, such trades can be entered manually. Also, if you've selected Specific Shares or LIFO method for finding cost basis, be advised that cost basis reporting on Schedule D may be affected and may lead to inaccurate wash sale results. Track Your Trades will help you strategically plan your income tax return so you can potentially lower or avoid capital gains taxes. If strategic tax selling is part of your tax planning, Track Your Trades is the perfect tool for finding tax-loss candidates. A What-If wizard helps reveals a trade outcome beforehand. A "Show open positions" report enables you to see the long-term and short-term status of shares you own. Consulting services such as training or Schedule D preparation may be purchased separately. Please contact us for pricing and additional information. |
Published by: | Track Your Trades |
Downloads: | 513 |
File Size: | 1024.0 KB |
License: | Shareware |
Price: | $99.95 |
Product Homepage: | Visit Track Your Trades |
Release Date: | 21 May, 2013 |
OS: | Windows Vista , Windows , WinXP |
Download Location: | Primary Download Link Broken? Report it! |
Track Your Trades 2012
Track Your Trades (TYT) simplifies completion of the otherwise tedious federal Schedule D (Capital Gains and Losses) tax form.
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