Investor's Accountant


  
REPORTS
> Portfolio Status 
> Tax Liability Report 
> Capital Gains Form 8949 
> Calendar Projected Income 
> Unrealized Capital Gains 
> Cap Gains By Transaction 
> Dividends 
> Security Return B/A Tax 
> Portfolio ROR B/A Tax 
> ROR with Benchmarks 
> Time-Weighted ROR 
> Portfolio Volatility 
> Modified IRR (MIRR) 
> Bond Imputed Interest 
> Transactions 


  
GRAPHS
> Stocks/Securities 
> Portfolio Performance 
> Portfolio Activity 


  
MANUALS
> User Manual 
> Section 508 VPAT 



Form 8949 (Attachment to Schedule D)


6/17/2022 10:23:15 AM                      Sales and Other Dispositions of Capital Assets                                     Page 1
                                                   01/01/2021 through 12/31/2021                                                    
                                                                                                                                    

                                Long-Term Capital Gains and Losses - Assets Held More Than One Year                                 
(D)Long-term transactions reported on                                                                                               
Form 1099-B with basis reported to the IRS                                                                                          

Description of property              Date       Date         Proceeds  Cost or Basis   Adjustments to Gain or Loss      Gain or Loss
                                   Acquired     Sold                                     Code(s)   Amount of Adj.                   

ES  Elneta's CHAS.SCHWAB K,J,J,S                                                                                                    
1.281 METLIFE INC                09/15/2014 12/27/2021          79.92          63.60                                           16.32
ES  Totals                                                      79.92          63.60                                           16.32
                                                                                                                                    
Grand Totals                                                    79.92          63.60                                           16.32



 


All applications support Hamilton Software Windows XP, Vista, 7, 8, 8.1, 10, 11

Home   |   Downloads   |   News   |   Company   |   Contact Us   |   Support   |   Resources   |   Privacy   |   FAQ   |   Shopping Cart   

Terms and Legal notices


 
© 1989 - 2024 Hamilton Software, Inc., All rights reserved    Telephone: 303.847.8092    info@hamiltonsoftware.com