Upload a CSV, pick a tax year, and preview the gain. Parsing and lot matching run here. The file is not uploaded.

Build a tax-year preview

review with a tax pro

Drop CSV files here, or choose them from disk. They stay in this browser.

No files yet. A fictional sample is the fastest way to see the preview. The two River samples are separate examples of the same account, so load one at a time. Importing both pools the lots.

Matching method
Specific identification

Used only when the method is specific ID. Keys are outgoing event ids. Quantities are strings.

Add a CSV, then build the preview. The engine loads in this browser when you do. Nothing is uploaded.

Free preview

Choose files and a tax year. Short-term gain, long-term gain, warnings, and the interest summary show up here. The CSV download stays locked.

Export Form 8949 CSV + Schedule D summary

Launching at $29 per tax year, one-time, not a subscription. This step is locked. The preview above is free. Export unlocks with a license key. This build does not contact a payment service. Enter BASISFIX-DEV to unlock every year, or BASISFIX-DEV-2024 to unlock 2024 only. No payment is processed.