Import Data from Financial Software

Answer "Yes" to the question Do you want to import data from financial software?

Click on the "Next" button.

Select Financial Program

Select "Other program that supports Tax Exchange Format (TXF)"

Click on the "Next" button.

Other Finance Program

Click on the "Import" button.

Select a .txf file you want to import.

Click on the "Import Selected File" button

Import Successful

You should see the imported txf file.

You can click on the "View Summary" link to see imported data.

Where Do You Want To Go?

Click on "Go To" to the right of "Sale of Stock, Bonds, Mutual Funds, and Investment Property (1099-B)".

This will lead you to all the stock and option trades you imported into TaxCut.

Sale of Stocks and Other Assets (1099-B)

You can check and verify your stock and options trades. If anything does not look right, you can edit the imported trades as well.