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Financial Schedule D Resources

 
 

TradeLog - armencomp.com

Automates active trader tax accounting by importing and matching trades including short sales, calculating gains and losses, schedule d, and wash sales

short term capital gains portfolio manager form 4797 futures investor taxes schedule d trading stocks equities wash sales trade accounting portfolio tracking daytrader mark to market options capital gains trader day trading

 

Portfolio Director Software - portfoliodirector.com

Track stock, options and mutual fund activity with a comprehensive list of financial reports. Interfaces for major brokerage firms available

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Option Money Portfolio Software - optionmoney.com

Software designed for option traders to track their portfolio and option trades: financial reports, tax reports, account summary, and holding reports

capital gain tax Covered Calls wash sale funds Long Term tax return schedule d tax efficient cost basis hedge fund Black Scholes financial planning futures managed account money manager investment allocation merger tax asset allocation split mutual funds

 

Meany & Dedek LLC - edaytradertax.com

Tax return preparation for investment traders. Dixon, IL

wash sale CPA MTM election active trader tax accounting consultants tax 475(f) trading as a business Market brokers MTM trader capital gain rule Rev. Proc. 99-17 MB Trading Schedule D reporting trade accounting wash sale help prepare Schedule D MTM cut taxes

 

 
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