TD Ameritrade

TD Ameritrade customers can choose iScheduleD Portfolio Manager, TXF Creator and TXF Online to convert stock and option trades to the standard TXF format, which can be imported into tax software TurboTax and TaxCut.

Import Stock Transactions from Ameritrade

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.

If you are an active trader, you may consider using iScheduleD Portfolio Manager or TXF Creator to combine your daily trades without additional charges.