Tax Reporting Software from GainsKeeperPro

Trade Smart!

Save time and money by taking advantage of FIFO/HIFO methods and complicated tax laws – before you trade. Calculate pre-trade capital gains/losses using tax reporting software. Identify, calculate, defer and reverse wash sales. Stay smart with online cost basis adjustments for corporate actions and wash sales. With GainsKeeperPro, it’s easy!

GainsKeeperPro automates:

• Calculation of capital gains and losses, determination of cost basis and management of your investment portfolios from a tax standpoint.

• Select the most appropriate lot depletion methodologies for your Sell transactions - first in first-out, (FIFO), highest cost in first out, (HIFO) or, in the case of mutual funds, average cost – to apply to your trades.

• Application of complicated tax laws involving cost basis calculations reflecting wash sale loss adjustments, corporate actions and option assignments and exercises.

Report Smart!

No paperwork, no Excel sheets, no headaches. GainsKeeperPro tracks what you need for IRS reporting purposes—including adjustments for complex cost basis calculations involving corporate actions, wash sale loss adjustments and option assignments and exercises. Generate data for Schedules D and D-1, Form 4797 for Mark to Market trader elections and Form 6781 for §1256 contracts (non-futures) – plus customized reports for your financial advisor. It’s a streamlined process, with online efficiencies. Try our tax reporting software and see the difference.

With GainsKeeperPro you can:

• The transaction history entered in GainsKeeperPro is available for completion of Schedule D and D-1 attachment forms for tax years 1999 forward.

• Summary Gain / Loss information is available on the IRS prescribed Schedule D Form and all itemized sell or closing transactions including wash sale adjustments records are shown on Schedule D-1.

• Active traders qualified for Mark to Market treatment can generate data for Form 4797 while traders with §1256 contracts (non-futures) can generate Form 6781.

Tax Smart!

Make taxes work for you with simulated trading and tax-smart trading strategies. Understand the gain/loss and tax implications of your trades – before you make them. With GainsKeeperPro, you can simulate to evaluate then execute with your Broker. SMART!

With GainsKeeperPro you can:

• Review the tax implications of buy and sell trades before they are executed, with the trading simulation feature.

• Sell 'optimal lots' using a sophisticated sell grade tool that factors in potential gain/loss, wash sales exposure, holding periods, tax rates and previous losses carried forward.

• Optimize capital gains and make smarter trading decisions by harvesting losses at the right time.

• Understand the impact on taxes of real investment returns with automated tax lot accounting and analytics using our tax reporting software.

Import/Export Smart!

Import
With GainsKeeperPro, you can import Equity, ETF, Mutual Fund, Bond and Options trade information from most online brokers with no manual inputting, or use QIF or CSV file formats or a GainsKeeper provided Excel Template.  Make the broadest trading decisions with a master record of all trading accounts.

A.G. Edwards (now part of Wachovia Securities) ABWatley Accutrade (now part of TD Ameritrade) American Century Investments American Funds Ameriprise Financial Services, Inc. AmeriVest Incorporated (now part of TD Ameritrade) Banc of America Invstmnt Svcs,Inc BrownCo Charles Schwab ChoiceTrade Credit Suisse Securities USA CyberTrader (now part of Charles Schwab) E*TRADE Edward Jones Fidelity Investments Fidelity NetBenefits FOLIOfn Hilliard Lyons Interactive Brokers Invesco Aim Izone by TD Ameritrade MB Trading Merrill Lynch & Co., Inc Morgan Stanley ClientServ Morgan Stanley Smith Barney

myStreetscape myTrack OppenheimerFunds OptionsXpress Penson Financial Services Preferred Trade, Inc. RBC Dain Rauscher (now RBC Wealth Management) Robert W. Baird & Co RushTrade Scottrade ShareBuilder Siebert T. Rowe Price T. Rowe Price Brokerage TD Ameritrade Terra Nova thinkorswim Track Data Securities tradeMONSTER TradeStation U.S. Global Investors UBS Financial Services USAA Van Kampen Funds Vanguard Group Wells Fargo Advisors Zecco

Export
And, because GainsKeeperPro is compatible with most leading tax preparation software packages, gain/loss reports can be exported directly to programs such as TurboTax, CompleteTax, and TaxACT. Investors can create customized HTML and PDF reports, such as non-taxable reports or reports that show realized and unrealized gains/losses over specific time periods.

Get GainsKeeperPro: THE Tax Tool for Smart Traders

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