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ProFunds

ProFunds 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 ProFunds

  1. Log into your ProFunds account.
  2. Click on the History tab.
  3. Select an account.
  4. Choose a proper TimeFrame.
  5. Click on Search.
  6. Choose Microsoft Excel format.
  7. Click on Download to save a .xls file.
  8. Open the .xls file in Excel and save it 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.