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 TD Ameritrade, 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.
VERSION HISTORY
- Version 2019 posted on 2020-01-02
Supports 2019 tax year - Version 2018.2 posted on 2019-10-08
Fixes FINRA TAF Fee - Version 2018.1 posted on 2019-04-10
Updates SEC Sales Fee for 2019 - Version 2018 posted on 2019-01-01
Updates IRS forms for tax year 2018 - Version 2017.1 posted on 2018-05-17
Updates SEC Sales Fee - Version 2017 posted on 2018-01-08
Provides forms for 2017 tax year - Version 2016 posted on 2017-01-03
Updates tax forms for tax year 2016 - Version 5.1 posted on 2009-03-02
Enhanced import tool; actual IRS tax forms; Form 4797 for Mark-to-Market traders; improved reports
Program Details
- Category: Business > Investment Tools
- Publisher: Track Your Trades
- License: Free Trial
- Price: $39.95
- Version: 2019
- Platform: windows
EULA
Track Your Trades Software License and Use Agreement END-USER LICENSE AGREEMENT FOR TRACK YOUR TRADES IMPORTANT: YOU SHOULD READ THE FOLLOWING TERMS AND CONDITIONS OF THIS SOFTWARE LICENSE AGREEMENT ("LICENSE") CAREFULLY BEFORE YOU INSTALL THE PROGRAM. BY INSTALLING THE PROGRAM, YOU INDICATE THAT YOU HAVE READ THIS AGREEMENT, UNDERSTAND IT, AND ACCEPT THE TERMS AND CONDITIONS HEREIN. YOU FURTHER ACKNOWLEDGE THAT THIS LICENSE CONSTITUTES A LEGALLY BINDING AGREEMENT BETWEEN YOU AND TRACK YOUR TRADES, LLC. AND SUPERCEDES ANY PRIOR AGREEMENT OR PROPOSAL, ORAL OR WRITTEN. Track Your Trades ("TYT") company provides the computer software program Track Your Trades (Software) contained herein and any modifications, updates, revisions, or enhancements received by you from TYT or its dealers, and licenses its use within the terms stated below: You are granted a nontransferable license to use the Software under the terms stated in this Agreement for personal use in your equity investing, trading, business or profession. "Personal use" means use exclusively by you, the Registered User, and does not include use by your business associates, partners, employees or co-workers. Each user of the Software must purchase his or her own individual license. If you have licensed a single user version of the Software, you have the right to use the single user version on a maximum of two personal computers (laptops/desktops) for your personal use only. Unless you have licensed a network version of the Software, you may not use the Software in a multiple-user access arrangement simultaneously in a network. You may not make copies, translations, or modifications of, or to, the Software. You may copy the Software into machine-readable form for backup purposes in support of your use of the Software. You may not assign, sell, distribute, lease, rent, sub-license or transfer the Software or this license, or disclose the Software to any other person. This software is licensed with the understanding that TYT is not engaged in providing professional, legal, investment, financial, or tax advice. This license terminates if you fail to comply with any provision of the Agreement. You agree upon termination to destroy the Software, together with all copies, modifications and merged portions in any form, including any copy in your computer memory or on any electronic media. LIMITED WARRANTY: TYT warrants that the Software and media substantially conforms to the specifications contained in the packaging and promotional materials for a period of ninety (90) days from delivery as evidenced by your receipt, provided that the Software is used on the computer operating system for which it was designed. TYT's sole obligation and liability for breach of the foregoing warranties shall be to replace or correct the Software so that it substantially conforms to the specifications or to replace the defective media, as the case may be. Any modification of the Software by anyone other than TYT voids the foregoing warranty. NO OTHER WARRANTIES ARE EXPRESSED AND NONE SHALL BE IMPLIED: TYT specifically excludes any implied warranties of merchantability and fitness for a particular purpose. Some states do not allow the exclusion of implied warranties so the foregoing may not apply to you. LIMITATION OF LIABILITY: In no event shall TYT's liability for damages hereunder for any cause whatsoever exceed the amount paid by you for licensed use of the Software. In no event will TYT be liable for any lost profits, tax penalties, or other incidental or consequential damages arising out of the use or inability to use the Software even if TYT has been advised of the possibility of such damages.