What is GainsKeeper in TD Ameritrade?
Reduces Administrative Headaches : Forget the spreadsheets, GainsKeeper automatically adjusts the securities in your portfolio for trading activity that creates wash sales and for stock splits, mergers, spin-offs and other messy corporate actions.
Does TD Ameritrade adjust cost basis for wash sales?
Not This Year. Wash sale tax rules have been recently reported by brokers as wash sale adjustments as part of covered cost-basis reporting. The TD Ameritrade tax team breaks it down.
Does TD Ameritrade provide Schedule D?
TD Ameritrade
Each stock transaction will create a Form 1099-B in your client's return and the information will transfer accordingly to Schedule D and Form 8949.