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Publisher's Description
From Track Your Trades:
Track Your Trades (TYT) simplifies completion of the otherwise tedious IRS Schedule D (Capital Gains and Losses) tax form. You can generate Schedule D and Form 8949 not only for the current tax year, but for PRIOR tax years as well. 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 contains tools to support tax planning, including a What-If Wizard, which helps find opportunities for strategic tax-loss selling. TYT also generates IRS Form 4797 for Mark-to-Market traders.
What's new in this version: Version 2012 provides new IRS Schedules and Forms for tax year 2012.
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All versions:
4.0 starsout of 4 votes
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Current version:
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Results 1-4 of 4
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"Worked great, streamlined my Schedule D"
Version: Track Your Trades 5.5
Pros
Helped me to keep track of my profits & losses. Showed me quickly where I stood on various stock positions. Imported my trades from Scottrade and did my Schedule D. I like the Export utility, it's easy to create an export file for TurboTax.
Cons
No Back button, at times you have to return to main menu instead of previous screen, but no biggie.
Summary
Saves a lot of work analyzing your trade history. Especially useful if you're an active trader and have a lot of trades.
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"So easy to use. Did a good job completing my Schedule D."
Version: Track Your Trades 3.1
Pros
I am so impressed w/ this software, especially its ease of use, even for a novice like me. Especially liked ability to import trades from my brokerage and calculate profit/loss in advance. Am running Windows XP Pro. I encountered no bugs and was a snap to install. Smooth operation and intuitive design--exactly what I was looking for! Thank you!
Cons
Couldn't find anything lacking.
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"Product useful for tracking investments and creating Schedule D"
Version: Track Your Trades 3.1
Pros
I like the fact that I could import my trades from my brokerage frim. I also like the reporting functions and the ablility to filter out equity types. Also I find the Schedule D very useful in saving time.
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"Does Not Work"
Version: Track Your Trades 3
Cons
On Vista, after installing, failed to launch with DLL error. On Millenium, installation locked up while registering MSDXM.ocx. As a result of having to force-crash out, now my Media Player no longer functions, and something has happened to my flash drive.
Did DOWNLOAD.com even test this thing ?
