Track Your Trades Short Description:
Generate IRS Schedule D for your tax returns. Practical, yet powerful!
Track Your Trades Long Description:
Track Your Trades (TYT) simplifies completion of the tedious IRS 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 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, Interactive Brokers, 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.