StockFetcher Forums · General Discussion · Software to calculate Schedule D trades for taxes<< >>Post Follow-up
guru_trader
485 posts
msg #71373
Ignore guru_trader
2/12/2009 6:08:30 PM

What software are you using to accurately calculate your Schedule D trades for tax filing?

Someone told me Gainskeeper wasn't doing a good job of accounting for wash sales so they recommended TradeLog.




drew9
171 posts
msg #71375
Ignore drew9
2/12/2009 7:50:50 PM

Guru,

Not sure who you are using for your broker but I use Interactive Brokers and they allow you to download the fully completed Schedule D from their site at the end of the year. It covers all your trades for all types of products and shows all the gains and losses. This alone made me switch years ago as it used to cost a lot for my tax preparer to include all this manually on a schedule. Now I just include their schedule with my return.


guru_trader
485 posts
msg #71463
Ignore guru_trader
2/16/2009 4:45:53 AM

Ya, I use several different brokers including TS

luc1grunt
622 posts
msg #71464
Ignore luc1grunt
2/16/2009 8:11:44 AM

gainskeeper is fair...not sure of trade log. I annotate on my trade spreadsheet wash sales (the majority are as I only trade a handful of stocks).

StockFetcher Forums · General Discussion · Software to calculate Schedule D trades for taxes<< >>Post Follow-up

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