Track Your Trades 2019
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.
|Author||Track Your Trades|
|License||Free To Try|
|Requirements||20 MB free space on hard drive; 256 MB RAM|
|Installation||Install and Uninstall|
|Keywords||IRS, schedule d, tax return, trades, investing, portfolio, finance, stocks, options, stock market, form 4797, mark-to-market|
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Track Your Trades 2012.1
This product is awkward to use. It fails to import CSV files as advertised. One caution if you trade options this software is not for you as these are not supported.