Schedule D Tools is a CFS Tax Software Inc. product that tracks clients' stock cost basis across multiple portfolios for tax preparation. It generates a fileable Form 8949 and Realized Gains/Losses reports, and supports automatic wash-sale calculations for complex transactions. It enables year-round data entry (including client self-entry) and exports to PDF or Excel for current and prior tax years.
AI named CFS Schedule D Tools in September 2026.
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