EOption

EOption 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 EOption

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.

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