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GAINSKEEPER PRODUCTS


GainsKeeper offers a suite of automated 'tax smart' trading tools to brokers, fund companies (mutual funds & hedge funds), institutions and individual traders & investors. GainsKeeper calculates, tracks and reports corporate actions, cost basis, capital gains & losses and wash sale. Plus, GainsKeeper generates the IRS Schedule D and Schedule D-1 and reports on broad-based section 1256 (Form 6781) options. Active traders, including those with mark-to-market election, can generate Income/Loss reports supplementing IRS Form 4797.

BasisPro automates cost basis calculations and tracking, essential to coming cost basis legislation requirements.

FundTaxPro leverages GainsKeeper's tax lot accounting system for transaction processing and reporting to help avoid wash sales and to automate straddle and REIT basis adjustment tracking.

GAINSKEEPER BLOG

IRS grants one-year delay in cost basis reporting for debt and options

On May 2, 2012, the IRS issued Notice 2012-34 announcing that the IRS intends to delay the effective date for debt and option basis reporting for one year, from the initial proposed date of January 1, 2013 to January 1, 2014. | view full entry

News and Events

Industry News

IRS Issues Proposed Cost Basis Regs.

Cost Basis Reporting Is Law. I Learn more.

Visit Wolters Kluwer Financial Services' Cost Basis Reporting Resource Center.

GainsKeeper in the News

03/22/2012
Wolters Kluwer Financial Services’ GainsKeeper Generates Investors’ IRS Form 8949 Reports for Tax Filing | read article

GainsKeeper Market Update *

Market Indices
Dow Jones12,369.38-73.11loss-0.59%
Sector Performance
Consumer Goods (KXI)68.22-0.4512loss-0.66%
Energy (IXC)34.90-0.23loss-0.66%
Financials (IXG)36.17-0.38loss-1.05%
Healthcare (IXJ)57.46-0.3828loss-0.67%
Industrials (EXI)48.24-0.25loss-0.52%
Technology (IXN)62.27-0.79loss-1.27%
Utilities (JXI)40.550.10gain0.25%
* Quotes provided by Interactive Data Real-Time Services - delayed 20 min.
Daily Prices and Dividends provided by Mergent

GainsKeeper WINS Wealth Provider Award 2009 GainsKeeper WINS Readers' Choice Portfolio Management Award 2012—for the sixth consecutive year!
GainsKeeper WINS Readers' Choice Portfolio Management Award 2012—for the sixth consecutive year!