Considerations
The Review feature enables you to edit or delete any of the adjustments you have manually added to your Schedule D. These adjustments will remain in your account indefinitely or until they are deleted. GainsKeeper uses the Sale Date entered for each adjustment to determine if it should be included in this year's Schedule D form. We do not use the Sale Date to determine the long-term or short-term holding classification. Rather, we specifically use your holding period designation for this classification.
Example
Click here to view an example of the Review Schedule D Adjustments page.