Track Your Capital Gains and Losses Contributions

 

 Example Form - Capital Gains & Losses
Please click here to download a form for your use (xls format) for recording and automatic calculations.

                 
Stock Sales 2004 SAMPLE <Your Name>  <Social Security #> 
Buy # Description Buy Date Cost Sell Date Sell# Sell Price Short Term Long Term
100 XYZ Corp 12/29/99 14,141 2/10/02 100 17,250 3,109
100 XYZ Corp 3/14/01 15,163 8/10/02 100 17,500 2,337
100 XYZ Corp 6/15/01 16,214 9/10/02 100 17,750 1,536
100 XYZ Corp 7/15/02 17,038 10/10/02 100 18,000 962
200 XYZ Corp 7/15/02 34,076 11/15/02 200 36,000 1,924
              0
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600 96,632 600 106,500 2,886

6,982

                 
NOTE: 7/15/04 Purchase of 300 shares is split between sale dates.