Dimension Trading Group (DTG)

Dimension Trading Group (DTG) 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 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.