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Track Your Trades 2023.1

Business :: Investment Tools

Screenshot:

(Click to Enlarge)

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 Tax Software, TaxAct, or Excel for e-filing. Trades can be manually entered, or imported via a CSV file downloaded from E*Trade, 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.

Specifications:

Version: 2023.1
Author: Track Your Trades

License: Shareware
File Size: 4 MB
Last Virus Scan: 2024-11-19
Downloads: 35
Views: 42
Price: $39.95

Installer: Install and Uninstall
Released: 5-24-2024

Recent Changes:
Updates SEC and FINRA fee rates for 2023 and supports money market funds

Tags:
IRS schedule d tax return trades investing portfolio finance stocks options mutual funds form 8949 stock market form 4797 mark-to-market


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Runs on:

Win2000, Win7 x32, Win7 x64, Win98, WinOther, WinVista, WinVista x64, WinXP, Other

Requirements:

20 MB free space on hard drive; 256 MB RAM

 

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