Select
SiebertNet from the dropdown box, add your account #, and select Regular (taxable)
or Retirement (non-taxable) for the account type.
3.
Download
your transactions
Select
Automatically Import from your Brokerage. Follow the instructions
for My Streetscape.
Note: My Streetscape allows you to automatically import
90 days of transactions. To complete your 2002 Schedule D you need to
manually add your 12/31/01 positions into GK, and then use GainsKeeper's
excel template to add your 2002 trades. Going forward you will be able to
update your account automatically, either daily, weekly, monthly, or
quarterly.
4.
Begin 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.
