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Cost Basis Issuer Reporting Challenges

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

Report of Organizational Actions Affecting Basis of Securities Published

The final version of IRS Form 8937, Report of Organizational Actions Affecting Basis of Securities, was published by the IRS on January 5, 2012. | 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

01/09/2012
Wolters Kluwer Financial Services has released its annual Top 10 Corporate Actions, a list of the most challenging corporate actions from the past year. | read article

Trade Shows & Conferences

GainsKeeper Market Update *

Market Indices
Dow Jones12,862.23156.82gain1.22%
Sector Performance
Consumer Goods (KXI)66.990.59gain0.88%
Energy (IXC)40.390.58gain1.44%
Financials (IXG)41.080.89gain2.17%
Healthcare (IXJ)57.920.42gain0.73%
Industrials (EXI)53.840.89gain1.65%
Technology (IXN)64.400.78gain1.21%
Utilities (JXI)42.040.30gain0.71%
* 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 2011—for the fifth consecutive year!
GainsKeeper WINS Readers' Choice Portfolio Management Award 2011—for the fifth consecutive year!