Track Your Trades 6.3

Released:	2011-03-14
License:	$149.95
Publisher:	Track Your Trades
Language:	English
Platform:	Windows
Requirements:	12 MB free space on hard drive; 256 MB RAM; Adobe Reader
Install:	Install and Uninstall
Downloads:	357
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Publisher's Description:

Track Your Trades - Track Your Trades (TYT) simplifies completion of the otherwise tedious federal 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, 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.

List of Changes:

Version 6.3 from 2011-03-14

Show all changes

Version 6.2 from 2011-03-02

Optimized to fit netbook screens

Version 6.1 from 2011-01-31

Fixed bug in exporting trades.

Version 6.0 from 2010-12-28

Updated SEC Sales Fee; 2010 IRS tax forms; improved importing; better reports; expanded cost basis methods

Version 5.9 from 2010-04-03

Updated SEC Sales Fee

Version 5.4 from 2010-01-10

Revised SEC Sales Fee; improved transaction reporting

Version 5.3 from 2009-11-24

Adds support for Interactive Brokers; adds 2009 IRS tax forms; conforms to Options Symbology Initiative

Version 5.2 from 2009-03-16

Streamlined inputting of commissions; actual IRS tax forms; increased number of allowable transactions; updated SEC sales fee

Version 5.1 from 2009-03-02

Enhanced import tool; actual IRS tax forms; Form 4797 for Mark-to-Market traders; improved reports

Screenshot:

Generate Schedule D for your tax returns.

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File Size: 2.9 Mb

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Latest User Reviews:

Donalphilby

2010-04-12 14:04:47 #

Version: 5.4

I was searching for Mac based program similar to yours. Google provided your web site, so I downloaded the program and only later realized it was windows bases--so sad. Would love to find a similar Mac-based program. Know of one? I'd rather do it on paper than use Windows.

donal

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File Size: 2.9 Mb