Tax Education Center

Within the Tax Center you can learn how to:

  • complete the Schedule D
  • track corporate actions adjustments
  • calculate wash sales
  • use various selling methodologies
  • invest tax smart

Every penny counts today and that's why it's important to be a tax-smart investor.

Within the Tax Center, you will find general investment tax information necessary to calculate your cost basis and track your investments, specific tax laws and tips to help you accurately complete the Schedule D, as well as some year round tips to help you trade tax-smart.

No matter what investment strategy you employ, tax-smart trading is an adjunct that can't lose. By analyzing your trading history and current holdings and with a basic understanding of the tax laws, you have the tools to potentially save thousands of dollars.

Use the links on the top to navigate through the GainsKeeper tax center.

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