FAQ - Retirement Accounts

Question

Can I use GainsKeeper to track my retirement accounts?

 

Answer

You can use GainsKeeper to track your taxable and non-taxable (retirement) accounts. When you create your new account, select non-taxable as your account type. Within GainsTracker>Overview, under the Tax Column, NT designates the Non-Taxable accounts with no wash sale calculations. Gain/loss figures of non-taxable accounts will not be included on the Schedule D, but you can generate reports on your non-taxable account by going to Tax Center>Custom Reports.

 

 

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