Terra Nova Financial

Terra Nova Financial 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.

There are two types trade data that can be exported from Terra Nova Financial: Realized Gain/Loss and Stock Transactions.

Import Realized Gain/Loss from Terra Nova Financial

1. Log into your Terra Nova Financial account.
2. Go to Account Analysis.
3. Click on the Profit/Loss tab.
4. Enter appropriate date and then click on Submit.
5. Save the download as a .csv file (e.g., ProfitLoss.csv).

Import Stock Transactions from Terra Nova Financial

1. Log into your Terra Nova Financial account.
2. Go to Reports.
3. Click on Data Download.
4. Enter appropriate date and then click on CSV.Standard.
5. Click on the Download link next to an orange arrow.
6. Save the download as a .csv file (e.g., Transactions.csv).

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