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TradeKing

TradeKing 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 Realized Gain/Loss from TradeKing

  1. Log into your TradeKing account.
  2. Go to Accounts and choose Download Data.
  3. Select Excel under Choose Format.
  4. Select Realized Gain/Loss (Prior Year).
  5. Click on the Download button.
  6. Save the download as .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.