Charles Schwab

Charles Schwab 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 Transactions from Charles Schwab

1. Log into your Charles Schwab account.
2. Click on the Accounts tab.
3. Click on the History tab.
4. Choose a proper Date Range (e.g., Previous Year).
5. Click on Search to get the results.
6. Click on Export and save your data as .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.

Charles Schwab customers can import into TurboTax and TaxCut two types of trade data: transaction history and realized gain/loss. TXF Creator and TXF Online support both types of trade data.