Firstrade

Firstrade 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 Firstrade

1. Log into your Firstrade account.
2. Click on the blue button Account Download under the My Accounts heading on the left side.
3. On the next page, the bottom section is for downloading the Gain/Loss report as csv file or printed.
4. Click on the Excel CSV button in the bottom section.
5. The Save As prompt comes up. Choose a location and save gain/loss data as a .csv file.

Download Stock Transactions from Firstrade

1. Log into your Firstrade account.
2. Click on the blue button Account Download under the My Accounts heading on the left side.
3. On the next page, the top section is for downloading transactions into Quicken, MS Money, or CSV file based on a date range selected.
4. Click on the Excel CSV button in the top section.
5. The Save As prompt comes up. Choose a location and save gain/loss data as a .csv file.