Year-End Check

Before December 31: which open lots have losses, when a sale would stay clear of the wash-sale window, which gains turn long-term soon, and what you have realized so far this year. Facts and estimates only.

Trade history CSVs (to rebuild your open lots and this year's gains), or skip and upload holdings with cost basis below Holdings / positions CSV with current prices (optional if you type prices below) Current prices (optional), e.g. AAPL=231.50, NVDA 140

IRA or other accounts (wash sales count across all your accounts)

IRA / Roth trade history CSVs (used only to find wash sales; never taxed)

Filing status

State

Other taxable income per year (estimate)

More options

Cost-basis method

Short-term loss carryforward at start ($)

Long-term loss carryforward at start ($)

Dividends in your files

Symbols whose dividends are ordinary income (REITs, BDCs, bond funds)

Treat funds tracking the same index (SPY/IVV/VOO, QQQ/QQQM, VTI/ITOT/SCHB...) as the same security for wash sales

Label for this run (optional; saved to your key's history; use initials or a code, not names) Access key (paid plans; leave blank for the free summary)

Stocks and ETFs only (options and short sales are skipped). Your browser removes every column except dates, symbols, actions, quantities, prices and amounts before upload; account numbers never leave your computer. The file is read in memory and never stored.

Free

How many lots have losses, how many turn long-term within 120 days, days left in the year.

Year-End Check: $29

Open lots: losses, wash-sale windows, long-term dates. Through Jan 31.

Included in the 2026 Tax Season Pass ($39)

$39 launch price until Dec 1, then $49. Unlimited re-runs to Apr 15, cross-account + IRA wash sales, Form 8949 draft, PDF. Includes the Year-End Check.