Track Your Trades automates the otherwise tedious process of completing Schedule D (Capital Gains and Losses) for your tax return, saving you TIME and MONEY! Will complete Schedule D for ANY tax year, 2005-present.
Version: 2017.1Track Your Trades (TYT) simplifies completion of the otherwise tedious federal Schedule D (Capital Gains and Losses) tax form.
License: Free To Try $39.95
Operating System: Windows
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, 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, and Form 4797 for Mark-to-Market traders.
Version 2017.1: Updates SEC Sales Fee
Version 2017: Adds tax forms for 2017 tax year
Version 2016.1: Updates SEC Sales Fee
Version 2016: Updates tax forms for tax year 2016
Version 2015.1: Updates SEC Sales Fee rate
Version 2014.1: Provides tax forms for 2014 tax year; incorporates new SEC sales fee rate.
Version 2014: Provides tax forms and functionality for 2014 tax year.
Version 2013.2: Adds scroll bar to Option snapshot; improves readability of data on Schedule D pdf form.
Version 6.3: More efficient export files
Version 5.9: Updated SEC Sales Fee