GainsKeeper – Schedule D & Other Reports
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GainsKeeper Brokerage - Schedule D & Other Reports

  • With GainsKeeper Brokerage, your customers can file their taxes easily and accurately.

    Need

     

    Reporting Feature

     
    Provide customers with accurate information for completing Schedule D GainsKeeper generates realized gain/loss reports.
    Give customers the option to export realized gain/loss information to tax preparation software GainsKeeper is compatible with the most popular tax preparation software packages.
    Enable customers to run customized reports GainsKeeper has customized reporting tools, including Income/Loss Form 4797.

    Provide customers with accurate information for completing Schedule D

    GainsKeeper tracks capital gains and losses to generate realized gain/loss reporting that investors can use for completing Schedule D for tax filing.

    Allow customers to export realized gain/loss information to tax preparation software

    The realized gain/loss report can be exported to tax preparation software packages, including CompleteTax®, TurboTax® and TaxACT®.

    Enable customers to run customized reports

    GainsKeeper's custom reporting tools, give your customers the option to create many different HTML and PDF reports, such as non-taxable reports and custom date range realized and unrealized gain/loss reports. For clients who are active traders and have made the mark-to-market election with the IRS, GainsKeeper can generate an Income/Loss Report that will supplement IRS Form 4797 for tax filing.

    Learn more about the cost basis reporting law.