Track Your Trades 2016.1

Track Your Trades (TYT) simplifies completion of the otherwise tedious federal Schedule D (Capital Gains and Losses) tax form. Includes the new IRS Form 8949. 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 At Home, or Excel for e-filing. Trades can be manually entered, or imported via a CSV file downloaded from TD Ameritrade, E*Trade, Scottrade, 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, easier entry of options, and Form 4797 for Mark-to-Market traders.

Author Track Your Trades
License Free To Try
Price $39.95
Released 2017-07-03
Downloads 1260
Filesize 5.05 MB
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
Users' rating
(6 rating)
Track Your Trades - Download Notice

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Track Your Trades - The Latest User Reviews

Track Your Trades 2012.1
S. Jones

(Nov 16, 2013)

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.

View all Track Your Trades reviews

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