Automating Sched. D wash sale accounting?
July 14, 2010 12:22 PM Subscribe
Is there a way to automate wash sale accounting/schedule D preparation for a very active investor?
posted by de void to Work & Money (4 answers total)
For my 2009 tax return I need to prepare a Schedule D for my voluminous stock/ETF trading (I am on extension for filing).
I literally have thousands of trades, many repeatedly in the same security. There will be many, many "wash sales" that I will need to account for. This is the first time I have this much trading activity to report.
I have all my trades in a CSV (comma separated value) that easily imports into excel or a database.
Is there any "utility" out there that can take my trade information, perform the wash sale accounting and put it into a schedule D friendly format?