Firstrade

Firstrade 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.

There are two types trade data that can be exported from Firstrade: Realized Gain/Loss and Stock Transactions.

Import 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.

Import 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.

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