Smart Traders & Investors Take and Keep Control
Accurate Generation of Investment Realized Gains and Losses
Schedule D Generation For Capital Gains Tax Reporting
Realized Gain and Loss Calculations & Reporting Software
Know, understand, and keep your capital gains, while making taxes work to your advantage. Beyond IRS Schedule D generation, and combined with wash sale and corporate action processing within a tax lot gains & losses accounting and reporting software package, you need pre-trade simulations and tax-smart strategy tools in order to maximize after-tax returns.
That’s why GainsKeeperPro is the recording and reporting tool preferred by more active traders & investors for generation of Schedule D and realized gain and loss reports with the advantage of current prices and real time importing and processing, plus:
Schedule D generation on IRS prescribed forms or exported to tax preparation software.
Processing of options on equity and ETF transactions as well as short sale transactions.
Application of complicated tax rules for Wash Sale adjustments, Corporate Action processing and Option Assignments and Exercises.
Unrealized Position pricing and reporting.
Form 6781 reporting for §1256 contracts (non-futures).
With GainsKeeperPro, Traders who have declared the mark-to-market election with the IRS can calculate net gains and losses on mark-to-market basis.
Simplify end of year accounting. GainsKeeperPro automatically closes open positions in mark-to-market accounts using the year end closing market price and re-opens the positions at the same prices on January 1st.
Calculate gains and losses without wash sale loss adjustments.
Generate data for IRS Form 4797 for tax filing.
Take Control of Market Conditions
GainsKeeperPro helps you take control of today’s market conditions to make taxes work for you.
Increase the amounts of your tax deferrals with year-long tax loss harvesting.
Leverage tax-smart data for opportunities to maximize short-term losses or long term gains.
Review the rankings of optimal lots to sell, among short-term, long-term or wash sales.
Offset gains to a $3,000 net loss and carry forward more. Qualified mark-to-market Traders can deduct an unlimited amount of losses.