ScheduleD1_Generator_2010

Steps to generate wash sale and schedule D 1. Download latest txf file from your broker site save in a directory
2. Download the Schedule D generator excel file and save in a directory

3. Open Schedule D generator excel and press “Ctrl+Shift+J”

4. It will open a location for you on your computer. Point it to the directory where you have saved .txf file and select the file

5. Boom .. the magic starts. At the end it will prompt “Process Completed.  Want to generate Schedule D ? ”

6. Say yes.

7. Enter your name and SSN and it will generate the Schedule D for you

What is Schedule D generator doing on Skill-Guru ?

Thanks to Jatin , an enthusiastic programmer with a very good understanding of finances and tax returns who created this excel sheet program for himself and then donated to our readers.

PS: Jatin send us an updated version of Schedule d1 generator which works for all .txf file provided by any broker like Scottrade,  Ameritrade.  We have updated the above link with new file.  Thanks Jatin !

Update : This Schedule D wash sale calculation has been updated to take care of long term sales

Update on Feb 14 : The Schedule D Excel sheet has been updated by Jatin for year 2010

Update on Feb 23 : The Schedule D Excel sheet has been updated by Jatin for a date defect encountered by some users . Thanks to Krishna for pointing this out

Update on March 1 : One of the user has requirement to correct data in data_sheet before generating the schedule. This file is modified to allow user to generate Schedule D1 from pre-populated data.

Update March 12: This excel generates Schedule D as well as Schedule D1 forms

Update May 2 : Defect in calculation for Line#21 has been fixed

Note :

Dear Readers

Jatin has been maintaining this excel sheet from 2010 . If this wash sale has been helpful to you, donate some amount to his paypal id at this email id jat_patan@rediffmail.com