Vanguard

Vanguard 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 Vanguard

1. Log into your Vanguard account.
2. Click on My Portfolio.
3. Click on Accounts & Activity.
4. Click on the link Download transactions on the right.
5. Choose download option Download all funds into a single Quicken or Money account.
6. Choose a desired date range.
7. Choose your accounts.
8. Choose Download spreadsheet.
9. Save the download as a .csv file (e.g., ofxdownload.csv).
10. Click on Delimited Text File, then Comma Delimited, then Download Now.
11. Right click on the link "Your data is ready" and then select "Save Link (Target) As...".
12. Select Open New Window or Open New Tab and then save the download 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.