Scottrade

Scottrade 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 Trades from Scottrade

1. Log into your Scottrade account.
2. Go to My Account.
3. Click Account History on the left panel.
4. Select Transactions on the page of Account History.
5. Select Trades from the drop down menu of Transaction.
6. Select date range by entering Start Date and End Date.
7. Click button Go next to Symbol.
8. Select Comma Delimited (CSV) from the drop down menu of Download File.
9. Click button Go next to Download File.
10. Click Trade History Records in the popped up window and save the download.

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