OptionsHouse

OptionsHouse 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 and Option Transactions from OptionsHouse

1. Log into your OptionsHouse account.
2. Click on the Activity tab on the lower right hand side of the screen.
3. Select a time period for reviewing your trades.
4. Click on the Export button on the on the upper right hand side of the pop up box.
5. 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.