Considerations
The short-to-long wash sale functionality can be configured by selecting Custom Configuration from the My Settings tab in GainsKeeper. Select one of the following three options from the Track short-to-long wash sales drop-down list:
Commence short-to-long wash sale tracking retroactively since January 1, 2008. This option is selected by default.
Commence short-to-long wash sale tracking since January 1, 2009.
Commence short-to-long wash sale tracking retroactively since account inception.
Once you have selected the appropriate option, click the Update button. To leave this page, without saving the settings, click the Cancel button.
Example
Click here to view an example of the Custom Configuration Settings page.
GainsKeeper from time to time will modify or enhance products, functionality and services offered on this Web site. Limitation in functionality and available of data may adversely affect cost basis tracking and the application of the appropriate tax treatment. Implementation of new or enhanced functionality may occur after you have filed tax returns. GainsKeeper may offer users configuration options allowing new functionality to be applied to historical results at periodic time frames as a convenience. Neither GainsKeeper nor Wolters Kluwer Financial Services provides tax advice. You should contact your own tax or legal advisor in order to determine the appropriate response to these enhancements. GainsKeeper assumes no responsibility or liabilities, including for any tax penalty or related interest charges resulting directly or indirectly from the consequences of any such modification or enhancement.