1099-B Comparison Tool



About Help
Add New Owner
Average Cost Selling



Baseline Positions
   Baseline Positions Missing Purchase Data
   Baselining Positions
BasisPro
   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?
Brokerage Account



Check up
    Baseline Positions
    Differences in Proceeds
    Voluntary Corporate Actions
College Savings Plans
   College Savings Plans Section 529
   Coverdell Education Savings Account (ESA)
Cost Basis Allocations



Delete Owner
Differences in Gain Loss
Dividend and Interest Income
Double Down Candidates



Edit Brokerage Account
Edit Existing Owner
Error Codes
   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
    1211
    1212
    1213
    1216
    1218
    1219
    1220
    1223
    1224
    1226
    1227
    1228
    1229
    1232
    1240
    1241
    1242
    1243
    1245
    1250
    1254
    1274
    1277
    1290
    1291
    201 306
ESA
Export
   Export to CompleteTax
   Export to TaxAct
   Export to TaxBrain
   Export to TaxCut
   Navigation - Export Data



Frequently Asked Questions
   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?
    Account Maintenance
    Corporate Actions
       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
    Performance
       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
    Schedule D
       FAQ - Schedule D
       FAQ - View and Print Schedule D
       Figuring Gain/Loss on Schedule D
       Reasons for Difficulties with Schedule D
    Wash Sales
       FAQ - Wash Sales on Options
       FAQ - What are Wash Sales?



Gain Loss
   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?



Help
   About Help
   Additional Help
HIFO
   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
Holding Periods
Holdings



Mergers and Spin Offs



Navigation
   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
    GainsAdvisor Tab
       Navigation - Analytics
       Navigation - Sell Grades
       Navigation - Summary
       Navigation - Tax-Smart
       Navigation - What-if Tool
    GainsTracker Tab
       Navigation - Check-up
       Navigation - Portfolio Overview
       Navigation - Symbol Details
       Navigation - Trade Log
       Navigation - View Accounts (HTML)
       Navigation - View Accounts (Java)
    Help Tab
       Navigation - Help Tab
       Navigation - Site Map
    My Settings Tab
    Performance Tab
    Tax Center Tab
       Navigation - Check-up
       Navigation - Custom Reports
       Navigation - Export Data
       Navigation - Schedule D Generation
       Tax Center: Education



Options
Owner
   Add New Owner
   Delete Owner
   Edit Existing Owner


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