GainsKeeper Check-Up: Form 1099-B Summary

Considerations

Use this page to confirm that your GainsKeeper Unrealized portfolio (long and short views) shows holdings that match what you actually owned in your brokerage account as of the end-of-year.

 

Procedure

To view a summary of your recorded transactions to compare with your brokerage 1099-B reports, from the Check-Up page:

  1. Click the Compare your 1099-B link next to the Reconcile your GainsKeeper portfolio with brokerage end-of-year statements alert. The GainsKeeper Check-Up: Form 1099-B Summary page displays.

  2. To view the summary information for a different year, select the appropriate year from the year drop-down list at the top of this page.

  3. To return to the Check-Up page, click the yellow arrow at the top of the page.

 

Example

Click here to view a portion of the GainsKeeper Check-Up: Form 1099-B Summary page.

This tool is designed to help you easily reconcile your taxable gain/loss, as reported by GainsKeeper, to your 1099-B. The example above highlights any differences in the following:

 

 

 

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