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Track Your Trades 2023.1

Developed by - Windows, Other - setup file tyt2023_1setup.exe (4.15 MB) - Commercial
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MD5: a50300f32e46dff9ad3e85c8598b825d

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Developer Description

"Generate Schedule D for your tax returns."

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.

Requirements: 20 MB free space on hard drive; 256 MB RAM

What's new in this version: Updates SEC and FINRA Sales Fees for 2023 and supports money market funds

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