Dimension Trading Group (DTG)

DTG customers can use 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 Dimension Trading Group (DTG)

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.

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