• You can download .CSV files from your broker and then use our product TXF Creator to generate TXF files. Click on Comma Delimited (CSV Customized Conversion) on the left panel under "Formats" to learn more.
• Or you can convert your stock trade data to one of the two generic formats and then use TXF Creator or TXF Online to generate TXF files. Click on Generic format 1 or Generic format 2 on the left panel under "Formats" to learn more.

Export stock trades from TD Ameritrade to a CSV file:

1. Log into your TD Ameritrade account.
2. Click on Portfolio & Accounts.
3. Click on History & Statements.
4. Click on the Transactions tab.
5. Select a date range.
6. Click on the Download button.
7. Save the download as a .csv file.

Export stock trades from Charles Schwab to a CSV file:

1. Log into your Charles Schwab account.
2. Click on the Accounts tab.
3. Click on the History tab.
4. Choose a proper Date Range (e.g., Previous Year).
5. Click on Search to get the results.
6. Click on Export and save your data as .csv file.

Export stock trades from Dimension Trading Group to a CSV file:

1. Log into your DTG account.
2. Choose Reports from the menu.
3. Select Trade History.
4. Select a desired time frame (e.g., year-to-date, month-to-date, all, last year).
5. Select the .csv option. Do not select the .pdf or .xls options.
6. Save the download as a .csv file.

Export stock trades from EOption to a CSV file:

1. Log into your EOption account.
2. Go to Accounts and choose Activity.
3. Select Trades for Activity Type.
4. Uncheck the Current box.
5. Enter the From date and the To date.
6. Click on Go.
7. Scroll down the web page until you see the horizontal scroll bar.
8. Scroll to the right until you see the diskette icon.
9. Click on the diskette icon above your trade information.
10. Click on Delimited Text File, then Comma Delimited, then Download Now.
11. Right click on the link "Your data is ready" and then select "Save Link (Target) As...".
12. Select Open New Window or Open New Tab and then save the download as a .csv file.

Export realized gain/loss from ETrade to a CSV file:

1. Log into your E*Trade account.
2. Go to Trading & Portfolios.
3. Click on Tab Portfolios.
4. Click on Tab Gains & Losses.
5. Select appropriate year in Box Tax Year and then click on submit.
6. Click on the Download link next to a green arrow at the top-right of the page.
7. Save the download as gainlossdownload.csv file.

Export stock transactions from ETrade to a CSV file:

1. Log into your E*Trade account.
2. Go to Accounts.
3. Click on Account Records.
4. Click on Tax Reports under Brokerage Account Records.
5. Choose from the Account drop down menu.
6. Click on the Download link next to a green arrow.
7. Save the download as tradesdownload.csv file.

TXF Express recommends that you should download the realized gain/loss data from ETrade. After generating a .txf files using TXF Creator or TXF Online, please verify your Total Long-Term Gain/(Loss) and Total Short-Term Gain/(Loss). If these two figures match those in your download data, you have successfully converted your trade data to .txf, which can be correctly imported into TurboTax and TaxCut.

Export realized gain/loss from Fidelity Investments to a CSV file:

1. Log into your Fidelity account.
2. Go to Accounts & Trade and select Portfolio.
3. Choose one of your Fidelity accounts.
4. Click on the Tax Info (Year-to-Date) on the left panel.
5. Choose from the Account drop down menu.
6. Choose from the Tax Year drop down menu.
7. Click on the Details link close to Net Short-Term.
8. Click on the Download link on the top right of the page.
9. Click on the Details link close to Net Long-Term.
10. Click on the Download link on the top right of the page.
11. Save the download as .csv file.

Export stock transactions from Fidelity Investments to a CSV file:

1. Log into your Fidelity account.
2. Go to Accounts & Trade and select Portfolio.
3. Choose one of your Fidelity accounts.
4. Click on the History on the left panel.
5. Specify the desired time period for the download.
6. Click on the Display button.
7. Click on the Download link on the top right of the page.
8. Save the download as .csv file.

Export realized gain/loss from Firstrade to a CSV file:

1. Log into your Firstrade account.
2. Click on the blue button Account Download under the My Accounts heading on the left side.
3. On the next page, the bottom section is for downloading the Gain/Loss report as csv file or printed.
4. Click on the Excel CSV button in the bottom section.
5. The Save As prompt comes up. Choose a location and save gain/loss data as a .csv file.

Export stock transactions from Firstrade to a CSV file:

1. Log into your Firstrade account.
2. Click on the blue button Account Download under the My Accounts heading on the left side.
3. On the next page, the top section is for downloading transactions into Quicken, MS Money, or CSV file based on a date range selected.
4. Click on the Excel CSV button in the top section.
5. The Save As prompt comes up. Choose a location and save gain/loss data as a .csv file.

Export stock trades from Interactive Brokers to a XLS (MS Excel) file:

1. Log into your Interactive Brokers account.
2. Click on Report Management on the left panel.
3. Click on Tax Forms on the left panel.
4. Select Schedule D Gain/Loss Summary Worksheet.
5. Select MS Excel as the file format.
6. Click on button View Report to download your trade file.
7. Save the file with extension .xls or .html.
8. To protect your personal information, please edit the .xls or .html file to remove your name and social security number. You can use NotePad, MS Word or any text editor to do the editing work.

Export stock trades from MB Trading to a CSV or TXT file:

1. Log into your Penson Financial Services account.
2. Select Trade Activity from the Account Information drop down menu.
3. Select your account from the Account drop down menu.
4. Enter a date range using From and To.
5. Click on the Go button.
6. Download your data as a Comma Delimited text file.
7. Save the download as a .txt file.

MB Trading customers can import into TurboTax and TaxCut stock trades and forex trades, which can be downloaded from Penson Financial Services. TXF Creator and TXF Online support both types of trades.

Export stock trades from OptionsXpress to a CSV file:

1. Log into your OptionsXpress account.
2. Select Activity from the Account tab.
3. Select a proper period of account activity.
   You can choose Last Year from the drop down menu of Period.
4. Select the All Trades from the drop down menu of Type.
   You can also choose All Trades, Options Trades, Stock Trades, Mutual Funds, Futures, Bonds, or Futures Options.
5. Check the box Show Commissions & Regulatory Fees.
6. Download this activity to Excel.
7. Click Go to view transactions.
8. Click Download.
9. Save the download as .csv file.

Export stock trades from Scottrade to a CSV file:

1. Log into your Scottrade account.
2. Go to My Account.
3. Click Account History on the left panel.
4. Select Transactions on the page of Account History.
5. Select Trades from the drop down menu of Transaction.
6. Select date range by entering Start Date and End Date.
7. Click button Go next to Symbol.
8. Select Comma Delimited (CSV) from the drop down menu of Download File.
9. Click button Go next to Download File.
10. Click Trade History Records in the popped up window and save the download.

Export stock trades from ShareBuilder to a CSV file:

1. Log into your ShareBuilder account.
2. Click on the Accounts tab.
3. Click on the Transaction History tab.
4. Choose a Time Period (e.g., Year 2008).
   Or you can specify a Date Range.
5. Select All Trades from the drop down menu of Transactions.
6. Click on the View button.
7. Click on Download Account Activity.
8. Select Microsoft Excel (CSV) and then click on the Download button.

Export stock trades from ThinkOrSwim to a CSV file:

1. Log into your ThinkOrSwim account.
2. Click on My Account and choose Account Service Center.
3. Click on Account Statement on the right.
4. Click on the Download Tax Worksheet on the right.
5. Choose an account.
6. Click on GainsKeeper.
7. Select a tax year and then click on the export data at the top..
8. Save the download as a .xls or .xlsx file.
9. Open your .xls or .xlsx file in MS Excel and then save it as a .csv file.

Export stock trades from TradeKing to a CSV file:

1. Log into your TradeKing account.
2. Go to Accounts and choose Download Data.
3. Select Excel under Choose Format.
4. Select Realized Gain/Loss (Prior Year).
5. Click on the Download button.
6. Save the download as .csv file.

Export stock transactions from Vanguard to a CSV file:

1. Log into your Vanguard account.
2. Click on My Portfolio.
3. Click on Accounts & Activity.
4. Click on the link Download transactions on the right.
5. Choose download option Download all funds into a single Quicken or Money account.
6. Choose a desired date range.
7. Choose your accounts.
8. Choose Download spreadsheet.
9. Save the download as a .csv file (e.g., ofxdownload.csv).
10. Click on Delimited Text File, then Comma Delimited, then Download Now.
11. Right click on the link "Your data is ready" and then select "Save Link (Target) As...".
12. Select Open New Window or Open New Tab and then save the download as a .csv file.

Export stock trades from Zecco to a CSV file:

1. Log into your Zecco account.
2. Download your trade data as a .xls file.
3. Open your .xls file in MS Excel and then save it as a .csv file.