{"id":205,"date":"2017-04-17T21:36:13","date_gmt":"2017-04-17T21:36:13","guid":{"rendered":"http:\/\/www.equitystat.com\/wordpress\/?p=205"},"modified":"2021-09-05T18:10:31","modified_gmt":"2021-09-05T18:10:31","slug":"equitystat-and-taxes","status":"publish","type":"post","link":"https:\/\/www.equitystat.com\/wordpress\/?p=205","title":{"rendered":"EquityStat and Taxes"},"content":{"rendered":"

It’s that dreaded time of year – tax time. EquityStat’s portfolio manager has several tools to help investors with their taxes.<\/p>\n

If you sold any shares\u00a0last year, you can use EquityStat to generate IRS Form 8949.\u00a0 IRS Form 8949 is a form that shows your short-term\u00a0 and long-term capital gains on any investment sale.\u00a0 EquityStat will automatically calculate these capital gains.\u00a0 It will then generate a PDF of Form 8949 with all needed information that the IRS requires.\u00a0 You can then give this form to your tax preparer when you are preparing your taxes.\u00a0 To generate IRS Form 8949, click the Tools<\/em> menu and then choose the Generate Form 8949<\/em> menuitem.<\/p>\n

\"Use<\/a>
IRS Form 8949 Example<\/figcaption><\/figure>\n

Another tool to help you with your taxes is the ability to export your investment’s transactions to a spreadsheet. To export your transactions, click the Tools<\/em> menu and then choose the Export Transactions<\/em> menuitem. When you export your transactions, you will get a spreadsheet showing each transaction for the investment including the type of transaction it is (e.g. Buy, Sell, Dividend, etc). With this information, your tax preparer can calculate your taxable capital-gains and taxable dividends for all of your investments.<\/p>\n","protected":false},"excerpt":{"rendered":"

It’s that dreaded time of year – tax time. EquityStat’s portfolio manager has several tools to help investors with their taxes. If you sold any shares\u00a0last year, you can use EquityStat to generate IRS Form 8949.\u00a0 IRS Form 8949 is a form that shows your short-term\u00a0 and long-term capital gains on any investment sale.\u00a0 EquityStat […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[29,26,25,17,39,18,7],"class_list":["post-205","post","type-post","status-publish","format-standard","hentry","category-equitystat-tips","tag-capital-gains","tag-cost-basis","tag-form-8949","tag-irs","tag-spreadsheet","tag-taxes","tag-tips"],"yoast_head":"\r\nEquityStat and Taxes - EquityStat Blog<\/title>\r\n<meta name=\"description\" content=\"Tools to help investors with their taxes.\" \/>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/www.equitystat.com\/wordpress\/?p=205\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"EquityStat and Taxes - EquityStat Blog\" \/>\r\n<meta property=\"og:description\" content=\"Tools to help investors with their taxes.\" \/>\r\n<meta property=\"og:url\" content=\"https:\/\/www.equitystat.com\/wordpress\/?p=205\" \/>\r\n<meta property=\"og:site_name\" content=\"EquityStat Blog\" \/>\r\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/equitystat\/\" \/>\r\n<meta property=\"article:published_time\" content=\"2017-04-17T21:36:13+00:00\" \/>\r\n<meta property=\"article:modified_time\" content=\"2021-09-05T18:10:31+00:00\" \/>\r\n<meta property=\"og:image\" content=\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2017\/04\/Form89492019.png\" \/>\r\n<meta name=\"author\" content=\"equitystat\" \/>\r\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\r\n<meta name=\"twitter:creator\" content=\"@equitystat\" \/>\r\n<meta name=\"twitter:site\" content=\"@equitystat\" \/>\r\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"equitystat\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\r\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=205\",\"url\":\"https:\/\/www.equitystat.com\/wordpress\/?p=205\",\"name\":\"EquityStat and Taxes - EquityStat Blog\",\"isPartOf\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=205#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=205#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2017\/04\/Form89492019.png\",\"datePublished\":\"2017-04-17T21:36:13+00:00\",\"dateModified\":\"2021-09-05T18:10:31+00:00\",\"author\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/#\/schema\/person\/7997892badd307e7e260096f0f460390\"},\"description\":\"Tools to help investors with their taxes.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=205#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.equitystat.com\/wordpress\/?p=205\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=205#primaryimage\",\"url\":\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2017\/04\/Form89492019.png\",\"contentUrl\":\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2017\/04\/Form89492019.png\",\"width\":2325,\"height\":1501},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=205#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.equitystat.com\/wordpress\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"EquityStat and Taxes\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/#website\",\"url\":\"https:\/\/www.equitystat.com\/wordpress\/\",\"name\":\"EquityStat Blog\",\"description\":\"Manage all your investments with EquityStat\u2019s portfolio tracker. 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