ShareBuilder

ShareBuilder 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 easily imported into tax software TurboTax and TaxCut.

Import Stock Trades from ShareBuilder

1. Log into your ShareBuilder account.
2. Click on the Accounts tab.
3. Click on the Transaction History tab.
4. Choose a Time Period (e.g., Year 2008).

   Or you can specify a Date Range.

5. Select All Trades from the drop down menu of Transactions.
6. Click on the View button.
7. Click on Download Account Activity.
8. Select Microsoft Excel (CSV) and then click on the Download button.

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