Capital Gain Tracker (Form 8949)
Professional Investment Gain & Loss Tracking Workbook
Track your investments, calculate gains and losses automatically, and generate tax-ready reports with the Premium Capital Gain Tracker (Form 8949) from taxlighthouse.us.
Designed for investors, traders, and tax professionals, this powerful Excel workbook helps you organize stock, ETF, cryptocurrency, mutual fund, and other investment transactions while automatically calculating short-term and long-term capital gains.
Whether you have 10 transactions or 10,000, this template simplifies capital gain reporting and helps prepare information needed for IRS Form 8949 and Schedule D.
What This Template Does
Simply enter your investment transactions and the workbook automatically calculates:
- Short-Term Capital Gains
- Long-Term Capital Gains
- Capital Losses
- Net Capital Gain/Loss
- Cost Basis Adjustments
- Wash Sale Adjustments
- Estimated Capital Gain Tax
- Broker Summary Reports
No expensive portfolio software required.
Key Features
Capital Gain Dashboard
Monitor your investment performance instantly with an executive dashboard displaying:
- Short-Term Gains
- Long-Term Gains
- Total Capital Gains
- Total Capital Losses
- Net Capital Gain
Form 8949 Ready
Organize transactions in a format designed to support:
- IRS Form 8949 Preparation
- Schedule D Reporting
- Tax Return Preparation
- Capital Gain Documentation
Automatic Gain & Loss Calculation
Automatically calculate:
- Sales Proceeds
- Cost Basis
- Gain or Loss
- Holding Period Classification
- Net Capital Gain
Short-Term vs Long-Term Tracking
Transactions are categorized automatically based on holding period:
- Short-Term Capital Gains
- Long-Term Capital Gains
- Capital Losses
Cost Basis Tracking
Track:
- Purchase Price
- Sale Proceeds
- Brokerage Fees
- Cost Basis Adjustments
- Return of Capital Adjustments
Wash Sale Adjustment Tracking
Monitor and report:
- Disallowed Losses
- Cost Basis Adjustments
- Wash Sale Calculations
Multi-Asset Support
Track multiple investment types including:
- Stocks
- ETFs
- Mutual Funds
- Cryptocurrency
- Bonds
- Options
- Other Investments
Broker Summary Reports
Analyze performance by broker:
- Fidelity
- Charles Schwab
- Vanguard
- Robinhood
- Webull
- Interactive Brokers
- Custom Broker Entries
Capital Gain Tax Estimator
Estimate potential tax liabilities based on:
- Short-Term Gains
- Long-Term Gains
- Net Taxable Gain
Interactive Charts & Reports
Includes professional visual reporting:
- Gain/Loss Breakdown Pie Chart
- Monthly Realized Gain Chart
- Asset Allocation Analysis
- Broker Performance Dashboard
- Capital Gain Trend Reports
Included Worksheets
✔ Dashboard
✔ Transaction Tracker
✔ Asset Summary
✔ Broker Summary
✔ Cost Basis Tracker
✔ Wash Sale Adjustments
✔ Tax Estimate Worksheet
✔ Form 8949 Summary
✔ Instructions & Setup Guide
Perfect For
- Individual Investors
- Active Traders
- Crypto Investors
- Day Traders
- Long-Term Investors
- Tax Professionals
- Financial Advisors
Benefits
✔ Save hours of manual calculations
✔ Organize transactions for tax season
✔ Track gains and losses accurately
✔ Prepare Form 8949 information easily
✔ Understand portfolio performance
✔ Monitor taxable gains throughout the year
✔ Eliminate spreadsheet errors
What’s Included
- Premium Excel Workbook (.xlsx)
- Automated Capital Gain Calculations
- Interactive Dashboard
- Professional Charts & Reports
- Tax-Ready Summaries
- Fully Editable Workbook
- Instant Digital Download
Software Requirements
- Microsoft Excel 2016 or Later
- Microsoft 365 (Recommended)
Instant Download
Download immediately after purchase and start tracking your investments, gains, losses, and tax reporting requirements with confidence.
Prepared by taxlighthouse.us
Guiding Your Business. Lighting the Path to Financial Clarity.
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