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vip1999

08/22/09 1:41 PM

#175766 RE: MichiganNative #175760

MN is right, but you do have to keep a detail document for possible audit(you don't neccessary need to send it in but my accountant always do). If you have Etrade, you can download their excel spreadsheet annually and keep a raw record of it.

If you don't have a full service accountant or if you don't use the online schedule D prep tool call "Gains Keeper" here is their fees..
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Pricing
GainsKeeper offers investors a five-tier subscription price schedule. Subscriptions include GainsKeeper's cost basis calculator, BasisPro, to help investors recreate the historical cost basis of positions in their portfolios.

Subscription levels are priced on the number of transactions entered into your GainsKeeper portfolio. Subscriptions are good for one year, or until your trade limit is exceeded. If your trading activity and/or BasisPro calculations exceed the number of trades and calculations included in your subscription, you may purchase another subscription level or you can keep your current subscription and purchase additional trade buckets or BasisPro calculations. If you have any unused trades or BasisPro calculations, you can roll over the remaining balance to a new subscription. Please note that this only applies, if you renew at the same subscription level or higher and prior to the expiration account date. Any accounts renewed on or after the expiration date (or at a lower subscription level) will reset with a new trade count.

If you have a promotional code, please enter it when purchasing your subscription. Discounts from promotional codes will be applied to the regular subscription price.


Subscription Levels

Investor150
$69
Includes 150 transactions and 15 BasisPro calculations

Trader1000
$179
Includes 1,000 transactions and 40 BasisPro calculations

Trader3000
$359
Includes 3,000 transactions and 75 BasisPro calculations

Trader5000
$499
Includes 5,000 transactions and 100 BasisPro calculations

TraderElite
$659
Includes up to 100,000 transactions and 150 BasisPro calculations

GainsKeeper Trade Buckets 10 Trades $9
50 Trades $29
100 Trades $49
500 Trades $119



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skydaughter

08/22/09 2:30 PM

#175772 RE: MichiganNative #175760

MN - thanks for your reply. I wish my purchases were all over a year old. I'm fairly new to this venture. You, by the way, are an inspiration in patience! :^)