Track Your Trades 5.2
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Track Your Trades 5.2 Ranking & Summary
File size:
1.95 MB
Platform:
Win98,WinME,WinNT 3.x,WinNT 4.x,Windows2000,W
License:
Shareware
Price:
$0.00
Downloads:
225
Date added:
2009-03-18
Publisher:
Track Your Trades
Track Your Trades 5.2 description
Track Your Trades 5.2 is a professional tool designed for generating IRS Schedule D (Capital
Gains and Losses) for your federal tax return, complete with totals, wash sales, name and SSN! Print the report or export it to TurboTax,TaxCut, or Excel for e-filing.Comes with trade tools: view your trade history; find average price paid; see capital gain long-term vs short-term; check your rate of return; and do "What-if" analysis for tax loss planning. Generate Form 4797 for Mark-to-Market traders. Enter trades manually or import at your convenience!
Track Your Trades® simplifies preparation of your tax return by generating an IRS Schedule D (Capital Gains and Losses) tax report. Wash sale reporting is automatically included; however, you have the opportunity to turn it off if you choose to not display wash sales. Likewise, option trades are included, but you can suppress them via a filter. Schedule D (and Schedule D-1 if applicable) can be viewed or printed at your convenience, or exported to TurboTax, TaxCut, or Excel.
Track Your Trades is also a streamlined method of accurately tracking your stock, option, and mutual fund transactions. Its simplicity, speed, and compactness appeal to traders and investors who want convenience when managing their trades. Trades are easily entered (either manually or via import) and retrieved at your convenience from your PC or laptop. Note: the import function does not currently support option trades or trades of stock triggered by exercise of an option. However, such trades can be entered manually. Also, if you've selected Specific Shares method for finding cost basis, be advised that wash sale reporting on Schedule D will be affected and may lead to inaccurate wash sale results.
Track Your Trades will help you strategically plan your income tax return so you can potentially lower or avoid capital gains taxes. If strategic tax selling is part of your tax planning, Track Your Trades is the perfect tool for finding tax-loss candidates. A What-If wizard helps you see a trade outcome beforehand. Also, a "Show open positions" report enables you to see whether the shares you own are eligible for the lower long-term capital gains tax, and if so, how many shares qualify as long-term. Consulting services such as training or Schedule D preparation may be purchased separately. Please contact us for pricing and additional information.
Track Your Trades' Proprietary Wash Sale Technology:
A wash sale occurs when you sell a security for a loss, and buy it within 30 days before or after the sale. The IRS will not allow the loss, but will allow you to add the loss to the cost basis of the replacement shares of that particular security (the shares that triggered the wash sale). Reporting of wash sales and adjusted cost is done on Schedule D. However, active traders may buy and sell a particular security many times within a 30-day period, incurring numerous disallowed wash sale losses and corresponding adjustments to subsequent cost basis. Hence, the "loss" and subsequent "gain" (achieved indirectly via added cost basis) cancel each other out, resulting in no net impact on your tax liability. In this scenario, if the investor/trader does not hold open shares of the security at year end, Track Your Trades recognizes there is no net tax impact, and accordingly suppresses wash sale reporting for the particular security. This technology produces a more efficient Schedule D, makes for easier reading, and simplifies analysis of your Schedule D for accounting purposes.
Major Features:
Gains and Losses) for your federal tax return, complete with totals, wash sales, name and SSN! Print the report or export it to TurboTax,TaxCut, or Excel for e-filing.Comes with trade tools: view your trade history; find average price paid; see capital gain long-term vs short-term; check your rate of return; and do "What-if" analysis for tax loss planning. Generate Form 4797 for Mark-to-Market traders. Enter trades manually or import at your convenience!
Track Your Trades® simplifies preparation of your tax return by generating an IRS Schedule D (Capital Gains and Losses) tax report. Wash sale reporting is automatically included; however, you have the opportunity to turn it off if you choose to not display wash sales. Likewise, option trades are included, but you can suppress them via a filter. Schedule D (and Schedule D-1 if applicable) can be viewed or printed at your convenience, or exported to TurboTax, TaxCut, or Excel.
Track Your Trades is also a streamlined method of accurately tracking your stock, option, and mutual fund transactions. Its simplicity, speed, and compactness appeal to traders and investors who want convenience when managing their trades. Trades are easily entered (either manually or via import) and retrieved at your convenience from your PC or laptop. Note: the import function does not currently support option trades or trades of stock triggered by exercise of an option. However, such trades can be entered manually. Also, if you've selected Specific Shares method for finding cost basis, be advised that wash sale reporting on Schedule D will be affected and may lead to inaccurate wash sale results.
Track Your Trades will help you strategically plan your income tax return so you can potentially lower or avoid capital gains taxes. If strategic tax selling is part of your tax planning, Track Your Trades is the perfect tool for finding tax-loss candidates. A What-If wizard helps you see a trade outcome beforehand. Also, a "Show open positions" report enables you to see whether the shares you own are eligible for the lower long-term capital gains tax, and if so, how many shares qualify as long-term. Consulting services such as training or Schedule D preparation may be purchased separately. Please contact us for pricing and additional information.
Track Your Trades' Proprietary Wash Sale Technology:
A wash sale occurs when you sell a security for a loss, and buy it within 30 days before or after the sale. The IRS will not allow the loss, but will allow you to add the loss to the cost basis of the replacement shares of that particular security (the shares that triggered the wash sale). Reporting of wash sales and adjusted cost is done on Schedule D. However, active traders may buy and sell a particular security many times within a 30-day period, incurring numerous disallowed wash sale losses and corresponding adjustments to subsequent cost basis. Hence, the "loss" and subsequent "gain" (achieved indirectly via added cost basis) cancel each other out, resulting in no net impact on your tax liability. In this scenario, if the investor/trader does not hold open shares of the security at year end, Track Your Trades recognizes there is no net tax impact, and accordingly suppresses wash sale reporting for the particular security. This technology produces a more efficient Schedule D, makes for easier reading, and simplifies analysis of your Schedule D for accounting purposes.
Major Features:
- Produces an IRS Schedule D report, complete with wash sales
- Capital gain/loss data (Schedule D) exports to TurboTax, TaxCut, & Excel
- Includes a "What-if" wizard to reveal outcome of a hypothetical trade
- Import trades (stocks and mutual funds) from your online broker
- Allows filtering of reports by date, activity, and equity type
- Organizes shares according to long-term & short-term capital gains
- Supports both FIFO and Specific Shares methods for deciding cost basis
- Allows security protection of data via optional password feature
- Allows entry and tracking of stocks, options, and mutual funds
- Allows entry of 'short sell' trades as well as conventional buy trades
- Automatically calculates cost basis each time you 'sell' or 'buy to cover'
- View trades by symbol, date, or date range
- Unlimited trades! No restriction on the number of trades you may enter
- FREE lifetime upgrades! Purchase only once, no hidden charges!
- 30-Day Money Back Guarantee!
- Calculates weighted share price for partial fills or multiple trades
- Color coding shows profits in green and losses in red
- Shows your open positions (stocks you currently own) & average price
- Calculates portfolio value and trading performance (rate of return)
- Allows adjustment for stock split
- Data file easily exports to Excel, Lotus 1-2-3, or other spreadsheets
Enhancements:
- Streamlined inputting of commissions
- Actual IRS tax forms
- Increased number of allowable transactions
- Updated SEC sales fee
- Windows 98, NT, 2000, ME, XP, or Vista
- 6 MB available hard drive space on your C drive
- 128 MB RAM.
WareSeeker Editor
Track Your Trades 5.2 Screenshot
Track Your Trades 5.2 Keywords
Track Your Trades
Schedule D
IRS
Track Your Trades 5.2
Capital Gains
TurboTax
saving you time and money
Capital Gains and Losses
Gains and Losses
Your Tax Return
Time And Money
Lower Your Taxes
irs schedule d
Wash sale
tax return
Cost basis
Bookmark Track Your Trades 5.2
Track Your Trades 5.2 Copyright
WareSeeker periodically updates pricing and software information of Track Your Trades 5.2 full version from the publisher, so some information may be slightly out-of-date. You should confirm all information before relying on it. Software piracy is theft, Using crack, password, serial numbers, registration codes, key generators is illegal and prevent future development of Track Your Trades 5.2 Edition. Download links are directly from our publisher sites, torrent files or links from rapidshare.com, yousendit.com or megaupload.com are not allowed
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