Step 1Register for FREE trial
Register for a free trial to GainsKeeper.
  

Step 2Set up your Account

Select TDAMERITRADE ( or Datek for former Datek customers ) from the dropdown box, add your account #, and select Regular (taxable) or Retirement (non-taxable) for the account type.

Step 3Baseline Starting Positions

 If you didn't sell everything in 2002, but rather carried positions into 2003, you'll need to first manually enter these specific 2002 buys into GainsKeeper before importing your 2003 trades. This is necessary because GainsKeeper needs the "starting 2002 positions" in order to process the 2003 sells. This process, known as 'Baselining' is required to ensure accurate calculations.
More information on baselining.
Step 4Download Your Transactions

Select Automatically Import from your Brokerage. Follow the instructions for TDAMERITRADE ( or Datek ).

Step 5Begin Using GainsKeeper

Benefits of GainsKeeper include automated gain/loss calculations, corporate actions and wash sales adjustments, as well as the IRS form Schedule D. GainsAdvisor's tax tools and strategies will help you maximize after-tax returns and minimize your tax bill.

 


          Important Disclaimer


TDAMERITRADE, Inc., member NASD/SIPC. TDAMERITRADE, Inc. and CCH Incorporated are separate unaffiliated companies. TDAMERITRADE is not responsible for the information and services provided by GainsKeeper and CCH Incorporated. TDAMERITRADE and TDAMERITRADE logo are trademarks or registered trademarks of TDAMERITRADE IP Company, Inc. Used with permission.