Comparison of Tax Lot Accounting Tools

Back to IKeepGainsKeeper.com

The information set forth above and in our websites are general in nature and are not intended as legal, tax, or professional advice. Although based on the law and information available as of the date hereof, general assumptions have been made by GainsKeeper, Capital Changes or Wolters Kluwer Financial Services which may not take into account potentially important considerations to specific taxpayers. Therefore, the information presented above or in our websites may not be appropriate for you. Readers must also independently analyze and consider the consequences of subsequent developments and/or other events. Readers must always make their own determinations in light of their specific circumstances.
FREE Trial of GainsKeeperPro!
Click here to read what the industry is saying about GainsKeeper.
View Demo of GainsKeeperPro
MArk-to-Market Traders

Tax Reporting Just Got Easier!

With GainsKeeperPro, Traders who have declared the mark-to-market election with the IRS can generate Income/Loss Reports supplementing IRS Form 4797s for tax filing.
Read More

With GainsKeeperPro you can:

  • 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.
  • Generate a mark-to-market income/loss report to supplement IRS Form 4797.
  • Track and generate gain/loss information on the IRS 1040 Schedule D.
  • Use the transaction history entered in GainsKeeperPro for completion of IRS Schedules D and D-1 attachment forms for tax years 1999 forward.
Achieve Tax Alpha

Harvest Tax Losses... Year Round

Take control of today’s market conditions to make taxes work for you! Read More

Get GainsKeeperPro to:

  • Increase the amounts of your tax deferrals with year-long tax loss harvesting
  • Leverage tax-smart data for opportunities to maximize short-term losses, 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 in 2008, and carry forward more. Qualified mark-to-market Traders can deduct an unlimited amount of losses!
Get THE Tax Tool

Join the growing GainsKeeperPro Tax SMART Trade SMART community!

Become part of the GainsKeeperPro active trader & investor community today, and trade tax-smart. GainsKeeperPro offers subscription levels based on trading volume so you can choose the subscription that best matches your trading style. Check it out now!
footer
Compare GainsKeeperPro!