Charles Schwab

Charles Schwab 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.

Download Realized Gain/Loss From Charles Schwab

1. Log into your Charles Schwab account.
2. Click on the Accounts tab.
3. Click on the Realized Gain/Loss tab.
4. Go to the Export Gain/Loss file to Spreadsheet section.
5. Click on Export Gain/Loss Details for your currently selected account link.
6. Save your data as a .csv file. The download filename pattern is XXXXnnnn_GainLoss_Realized_Details_2012mmdd-hhmmss.CSV.

Download Stock Transactions from Charles Schwab

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.