TheLion.com - Free Schedule D Calculator

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The instruction is out dated but the method/idea is still the same. Just simply copy and paste your data. Updated to support Ameritrade 2007.

Free Schedule D Calculator

NOTE: The instruction is out dated but the method/idea is still the same. Just simply copy and paste your data. Updated to support Ameritrade 2007.

NEW: Now you can upload your transactions instead of copying and pasting into the tool. Go to your Balance & Positions -> Transactions and select the proper dates i.e. 1/1/2006 to 12/31/2006 and click on Download. Save the file (transaction.csv) and then upload it here.

This tool allows you to generate your IRS Schedule D Gain/Loss Report with the click of a mouse. Now it takes minutes, instead of days to fill out your Schedule D report.

Transactions:

NEW Upload transaction file download from TD Ameritrade:
After you select the file, click on the Calculate! button below to proceed.

Copy and paste your transactions. See instructions for detail.

Note: Do not worry about the text format (i.e. space, extra lines and return). You may use as much lines as you need.

Note: Make sure you paste all pages. There might be multiple pages to copy and paste from your tranaction summary!

Stock(s) carried over from last year (or to insert additional transactions or to make some manual corrections) : (OPTIONAL)

Syntax: DATE Bought SYMBOL SHARES TOTAL_PRICE

One entry/tranaction per line. Each fields of the entry must seperate by at least a space and the order of the field is important. You can enter multiple tranactions for the same symbol. Case is insensitive. Skip this part if you don't have any stock carried over from previous year. This box can also be used to insert any additional transactions such as stocks that were awarded to you.

Example 1: 12/12/1999 Bought AOL 2000 14120.12

Example 2: 12/01/1999 Bought CSCO 133 5700.50

Note: Do not worry about the text format (i.e. space and return). You may use as much lines as you need.

Display format:

Condensed (Schedule D format) Verbose

Auto close all shares (close all positions using avg price):

Yes No

Use IRS Wash Sale Rule:

Yes No

Brokerage:

Ameritrade

Important disclaimer: TheLion.com do not guarantee the accuracy of the result and is not responsible for any mistakes. It is expected that you review the result and ensures that everything is accurate. Please click here if you have any questions or comments.