Description: Create a TXF file to quickly import your trades from Etrade, Fidelity, Interactive Brokers, Izone, JMS, Just2Trade, OptionsXpress, Schwab, Scottrade, TDAmeritrade, ThinkorSwim, TradeKing, TradeStation, Wachovia, and others into TurboTax and Tax Cut!
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Does your broker leave you stranded when the tax man comes calling? While some brokers do offer seamless integration with tax preparation software, others still do not. And even those that do require you to enter your username and password! Plus, if you're an active trader with more than about 2500 trades, the direct import will fail anyway!
Fortunately, there is a way around these issues. Most brokers offer a download of your capital gains transactions in an Excel compatible format (.csv or .xls). And therein lies the solution! With the help of a simple, easy to use program, your transactions will go from your spreadsheet to your tax software in a matter of minutes!
A free trial version of the program can be obtained here. The trial version is the same as the full version, but is limited to converting just 2 transactions, just so you can see how it works. The full version will convert an unlimited number of transactions. Note - If you have any problems with the trial version, send us an email and I'll help you get it sorted out.