OptionsXpress

OptionsXpress 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 OptionsXpress

1. Log into your OptionsXpress account.
2. Select Activity from the Account tab.
3. Select a proper period of account activity.

   You can choose Last Year from the drop down menu of Period.

4. Select the All Trades from the drop down menu of Type.

   You can also choose All Trades, Options Trades, Stock Trades, Mutual Funds, Futures, Bonds, or Futures Options.

5. Check the box Show Commissions & Regulatory Fees.
6. Download this activity to Excel.
7. Click Go to view transactions.
8. Click Download.
9. Save the download as .csv file.