 | Excel2TXF - Java Version (formerly ConvertCSV2TXF)Import your trades from Etrade, Interactive Brokers, Trade King, and others into TurboTax and TaxCut |
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Excel2TXF - Java Version (formerly ConvertCSV2TXF) Ranking & Summary
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Excel2TXF - Java Version (formerly ConvertCSV2TXF) Description
Excel2TXF - Java Version is a lightweight and easy-to-use application designed for converting CSV files to TXFs. This handy utility will convert your capital gains transactions from an Excel file (which most brokers offer for download) to a TXF file, which you can import directly TurboTax and H&R Block At Home. This utility works with data from most brokers such as Etrade, Fidelity, Interactive Brokers, OptionsXpress, and many others. The software includes options to match up individual buy and sell trades for brokers that don't provide a gain / loss download, options to consolidate trading activity for active traders to get under the import limits (both TurboTax and H&R Block limit the number of imported trades), and an option to add wash sale adjustments. Main features: The software has been fully updated to support the new Schedule D and Form 8949 changes Converts your Excel file (.csv or .xls) from your broker to a TXF file, which can be easily imported into TurboTax and H&R Block At Home The easy-to-use software employs a "Wizard" style format to guide you through each step of the process Supports downloads from over 54 brokers No limits on the number of trades to be converted For brokers which provide only a download of individual trades, Excel2TXF - Excel Version will automatically match up individual buy & sell trades, and report unmatched trades from potentially missing or incomplete data Optional consolidation of multiple daily trades for active traders, which is particularly useful for individuals with over 3,000 trades (both TurboTax and H&R Block have a 3,000 trade limit) Optional feature to add wash sale adjustments (be sure to read the instruction dialogue presented when the wash sale adjustment checkbox is selected)
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