Take the Pain Out of Tax Reporting

Know, understand, and keep your capital gains, while making taxes work to your advantage

GainsKeeper provides a web-based tax lot accounting software package to help active traders manage their trading activities in a tax-efficient manner:

• Electronic importing and processing of your stocks, ETFs, mutual funds, bonds and options on stocks and ETFs transactions, including short sale trades.
• Application of complicated tax rules for Wash Sale adjustments, Corporate Action processing and Option Assignments and Exercises for accurate cost basis calculation.
• Generation of a Realized Sell Activity report which populates your Schedule D on IRS prescribed forms, or can be exported to tax preparation software,
• Reporting on your Unrealized Positions based on current market pricing.
• IRS Form 6781 reporting for 1256 contracts (non-futures) and IRS Form 4797 reporting for traders qualifying for Marked to Market treatment.
• Tools to help you manage your tax position including warnings for potential Wash Sale adjustments, a “What-If” Simulation capability to test the impact of Buy and Sell transactions, and suggestions for portfolio symbols to Sell based on GainsKeeper’s proprietary “Sell Grades” to maximize after tax returns.  

That’s why GainsKeeper is the reporting software preferred by more than 14 million GainsKeeper users to take the tax pain out of trading.

For more information call 1-888-441-3339 for Sales questions and 1-888-525-7771 for Technical Assistance, or email Steve Boyle directly at steve.boyle@wolterskluwer.com.

Disclaimer: The information and views set forth in Wolters Kluwer Financial Services Securities Tax Solutions’ communications 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 of publication, general assumptions have been made by Wolters Kluwer Financial Services Securities Tax Solutions’ communications which may not take into account potentially important considerations to specific taxpayers. Therefore, the views and information presented by Wolters Kluwer Financial Services Securities Tax Solutions’ communications 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. All referenced copyrights and trademarks are property of their respective owners.

Wolters Kluwer Financial Services Securities Tax Solutions has no affiliation whatsoever with Regal or any of its related entities. Regal is not responsible for the privacy practices of this website, nor does it endorse or warrant the accuracy or content of the products or services of such website. We recommend that you review the website's policies regarding privacy and security. Use of this site and its services and products is at the user's own risk, and without guarantee or warranty of any kind from Regal.

© Copyright 1998-2012 Regal Discount Securities, a division of Regal Securities, Inc. Member FINRA/SIPC

The information on this web site is for discussion and information purposes only. All accounts accepted at the discretion of Regal which accepts customer orders only on an unsolicited basis, and does not make any recommendations regarding any security or securities product with the possible exception of orders executed by our full service bond desk. Nothing contained herein should be considered as an offer to buy or sell any security or securities product. Online trading has inherent risks due to loss of online services or delays from system performance, risk parameters, market conditions, and erroneous or unavailable market data.