Windows · Free download · Income Tax Preparation
can help you manage stocks, options, bonds and other equities via Microsoft Excel.
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Overview
can help you manage stocks, options, bonds and other equities via Microsoft Excel.
In depth
Schedule D1 Printer and Wash Sale Finder can total and subtotal the net positions of multiple portfolios, and report gain or loss in each security. The package imports pricing for current lot value, and automatically selects your closed trades, adjustments and "open shorts". It can print IRS Schedule D-1 addendums for any year.
All you have to do is enter a series of long or short trades (up to 6000), but you can also interface to your spreadsheets, or even add to the programming.
Verdict
Schedule D1 Printer and Wash Sale Finder runs on Windows 95/98/Me/NT/2000/Windows 10/11 and is available under the Demo license — the installer is 250 KB. We’ve catalogued it under Income Tax Preparation.
At a glance
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