Released in April of each year
CFS Schedule D Tools ™ contains software tools that keep track of a
client's cost basis in stocks across multiple portfolios. The reports in Schedule
D Tools ™ include a fileable Form 8949, as well as a Realized Gains
and Losses report to produce the net amounts needed for your tax preparation software.
Schedule D Tools ™ allows data entry throughout the year for high volume
traders, generates reports to facilitate mid-year tax planning, and calculates and
correctly reports complicated wash sales—even same-day and cross-portfolio wash
Schedule D Tools Data Entry is for use by
tax preparers' clients to enter their own transactions. They can then give the data
to the preparer for return and report preparation. The data entry program is for
single-client data entry and does not prepare any reports.