TD Ameritrade

TD Ameritrade customers can choose 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.

Download Realized Gain/Loss From TD Ameritrade

1. Log into your TD Ameritrade account.
2. Click on Portfolio & Accounts.
3. Click on History & Statements.
4. Click on Tax Center.
5. Click on the link for the tax year in the Realized Gain/Loss Report section. This will open a window that shows your Realized Gain/Loss report.
6. Choose the file type, CSV or Excel.
7. Click on the Download button.
8. Save the download as a .csv file.

Download Stock Transactions From TD Ameritrade

1. Log into your TD Ameritrade account.
2. Click on Portfolio & Accounts.
3. Click on History & Statements.
4. Click on the Transactions tab.
5. Select a date range.
6. Click on the Download button.
7. Save the download as a .csv file.