short-term
- Capital Gains and Losses – Cost Basis
- Capital Gains and Losses – Various Purchase Dates
- Capital Gains Reports – Long-Term and Short-Term Reports
- Form 1099-B – Separate Line Reporting Exceptions (Schedule D or 8949 Summary Totals)
- Form 2210 – Schedule AI – Annualized Income Installment Method
- Gains and Losses – Short-Term and Long-Term
- Joint vs. Separate Capital Gain and Loss Summary
- Stock Assistant