I can't stand all the current tax programs that charge based on how many trades you make. $300+ a year is a joke. I used Simply Track for the last 2 years http://www.vbssol.com/index.html Cost is $50. You can download and test out the software, the only limitation is that you cannot print or save to pdf at the end. It helps me combine trades and adjust for stock split. However, since IB now generates it's own Schedule D, I probably won't be purchasing it after this year. Good Luck!