Baseline Positions Missing Purchase Data
Baselining Positions
About BasisPro
How do I calculate the cost basis of an investment I inherited or received as a gift?
How do I get my cost basis information from BasisPro into my security history?
What is BasisPro?
College Savings Plans Section 529
Coverdell Education Savings Account (ESA)
Error Code 1211 - User not authorized
Error Code 1212 - Account number not authorized
Error Code 1213 - System cannot process transfer
Error Code 1216 - Change Brokerage Account Type
Error Code 1218 - Invalid Total
Error Code 1219 - Shares/Contract Error
Error Code 1220 - System is temporarily unable to process your request
Error Code 1223 - Average Cost Selling Restriction
Error Code 1224 - Average Cost Selling on Mutual Funds Only
Error Code 1226 - Unique ID cannot have multiple references
Error Code 1227 - Reference ID is not found
Error Code 1228 - Reference Date is not found
Error Code 1229 - Reference transaction is not found
Error Code 1232 - Both symbol and CUSIP are empty
Error Code 1240 - Invalid Transaction Date
Error Code 1241 - Positions held prior to 1/1/1999
Error Code 1242 - Prior Sell Date Error
Error Code 1243 - Transaction Date
Error Code 1245 - Baseline Date
Error Code 1250 - Corporate Action Data Error
Error Code 1254 - Invalid Loss Carryover Entry
Error Code 1274 - Figure entered not valid
Error Code 1277 - Required field missing information
Error Code 1290 - Previous Request in Process
Error Code 1291 - Request not supported
Error Code 201-306 - System is temporarily unable to process your request
Error Codes
Export to CompleteTax
Export to TaxAct
Export to TaxBrain
Export to TaxCut
Navigation - Export Data
FAQ - All trades for a specific security
FAQ - Are your quotes real time or delayed?
FAQ - Average Cost
FAQ - Baselining
FAQ - Can I use GainsKeeper to report mutual fund distributions?
FAQ - Cash
FAQ - Cash in lieu of fractional shares
FAQ - Compare Broker 1099 Form with Schedule D
FAQ - Corporate Actions
FAQ - Custom Reports
FAQ - Data Security
FAQ - Deposit and Withdraw
FAQ - Dividend Reinvestments
FAQ - Doesn't Quicken or MS Money offer this same service?
FAQ - Export Tax Info
FAQ - FIFO vs. Specific ID Sell Methods
FAQ - Foreign Securities
FAQ - Fractional Shares
FAQ - Fractional shares received from a Corporate Action?
FAQ - GainsTracker
FAQ - HIFO and Capital Gains
FAQ - HIFO and Capital Losses
FAQ - HIFO Sell Method
FAQ - How are individual securities viewed?
FAQ - How are market indices selected?
FAQ - How can I perform a back up of my GainsKeeper data?
FAQ - How current are the market values?
FAQ - How do direct imports from brokers work?
FAQ - How do I change an account type?
FAQ - How do I update Internet Explorer Web Browser settings?
FAQ - How does the cost basis tool work?
FAQ - How is cost basis allocated for mergers and spin offs?
FAQ - How many transactions have I recorded?
FAQ - How will I know if a Corporate Action has affected my account?
FAQ - Individual purchase (lot) information
FAQ - IRS Recognition of HIFO
FAQ - Is HIFO Right for Me
FAQ - Listing of all trades entered
FAQ - Mac OS9 & OSX compatibility
FAQ - Margin Purchase
FAQ - Mutual Funds
FAQ - Print Gain/Loss Reports
FAQ - Retirement Accounts
FAQ - Security Symbol
FAQ - Symbol Look up
FAQ - Technical Information
FAQ - Trade Date
FAQ - Trader Status with Mark-to-Market Election
FAQ - Use 'Adjusted (Adj) Lot' to prevent Corporate Action adjustments
FAQ - View and Print Income/Loss Form 4797
FAQ - What do I do if I forget my password?
FAQ - What is a Corporate Action
FAQ - What is GainsAdvisor?
FAQ - What is GainsTracker?
FAQ - What is the cost basis tool?
FAQ - What return methodologies are used?
FAQ - Corporate Actions
FAQ - Fractional shares received from a Corporate Action?
FAQ - How will I know if a Corporate Action has affected my account?
FAQ - Use 'Adjusted (Adj) Lot' to prevent Corporate Action adjustments
FAQ - What is a Corporate Action
FAQ - When are Corporate Action adjustments applied to my account?
FAQ - Will GainsKeeper track Corporate Actions prior to 1/1/1999?
Processing Corporate Actions
FAQ - What features are available in the performance tool?
FAQ - What is GainsKeeper Performance?
FAQ - What is the purpose of performance?
FAQ - What time periods are available for viewing performance results?
FAQ - Where can I view the GainsKeeper Performance results?
Frequently Asked Questions - Performance
Navigation - Performance Reporting
FAQ - Schedule D
FAQ - View and Print Schedule D
Figuring Gain/Loss on Schedule D
Reasons for Difficulties with Schedule D
FAQ - Wash Sales on Options
FAQ - What are Wash Sales?
Differences in Gain/Loss
Do you have net realized gains and unrealized losses?
Do you have net realized losses greater than $3,000 with unrealized gains?
Do you have unrealized losses in your portfolio, but no realized activity?
About Help
Additional Help
FAQ - HIFO and Capital Gains
FAQ - HIFO and Capital Losses
FAQ - HIFO Sell Method
FAQ - IRS Recognition of HIFO
FAQ - Is HIFO Right for Me
Select HIFO as the Default Sell Method
Sell by Specific ID Method
Navigation
Navigation - Analytics
Navigation - Check-up
Navigation - Close
Navigation - Custom Reports
Navigation - Export Data
Navigation - Help Tab
Navigation - My Settings Tab
Navigation - Performance Reporting
Navigation - Portfolio Overview
Navigation - Schedule D Generation
Navigation - Sell Grades
Navigation - Site Map
Navigation - Summary
Navigation - Symbol Details
Navigation - Tax-Smart
Navigation - Trade Log
Navigation - View Accounts (HTML)
Navigation - View Accounts (Java)
Navigation - What-if Tool
Navigation - Analytics
Navigation - Sell Grades
Navigation - Summary
Navigation - Tax-Smart
Navigation - What-if Tool
Navigation - Check-up
Navigation - Portfolio Overview
Navigation - Symbol Details
Navigation - Trade Log
Navigation - View Accounts (HTML)
Navigation - View Accounts (Java)
Navigation - Help Tab
Navigation - Site Map
Navigation - Check-up
Navigation - Custom Reports
Navigation - Export Data
Navigation - Schedule D Generation
Tax Center: Education
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Edit Existing Owner