ThinkOrSwim

ThinkOrSwim 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 ThinkOrSwim

1. Log into your ThinkOrSwim account.
2. Click on My Account and choose Account Service Center.
3. Click on Account Statement on the right.
4. Click on the Download Tax Worksheet on the right.
5. Choose an account.
6. Click on GainsKeeper.
7. Select a tax year and then click on the export data at the top..
8. Save the download as a .xls or .xlsx file.
9. Open your .xls or .xlsx file in MS Excel and then save it as a .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.