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Tax & Records
Wash sales, 1099-B checks, estimated tax and year-end records.
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Wash-Sale & 1099‑B Year-End Workbook
Find possible wash sales your broker can't see, work out the basis adjustment and check your 1099-B before tax season.
Wash-Sale Window Checker
Free in your browser: the 30-day window, full or partial, and the IRA trap for one loss sale.
Coming soon
On the roadmap, with target months. These aren't for sale yet and dates can move.
Year-End Trader Records Checklist
What to gather and check before Dec 31: lots, accounts, possible wash sales across the new year.
Not tax advice. Confirm with a CPA.
Estimated-Tax Planner for Traders
The four federal due dates, a safe-harbor comparison and a place to log lumpy trading gains. Points to the IRS forms.
Not tax advice. Confirm with a CPA.
Wash-Sale & 1099-B Workbook v2.0
Lines your records up with Form 8949 boxes and Schedule D totals before the 1099-Bs arrive.
Not tax advice. Confirm with a CPA.
Trader Tax Status Explainer
Trader vs investor and the Section 475 election in plain English, with the questions to take to a CPA.
Not tax advice. Confirm with a CPA.
Dividend & DRIP Lot Tracker
Track small reinvested lots and the wash-sale overlap they can create.
Not tax advice. Confirm with a CPA.
Wash-Sale & 1099-B Workbook, 2027 Edition
The workbook updated for the 2027 tax year.
Not tax advice. Confirm with a CPA.
Everything here is general education, the same for every reader. Not advice. Not tax advice. Confirm with a CPA. Purchases and downloads are handled by Gumroad.