How to Import Brokerage Trades into TurboTax (TXF)
TurboTax can import trades from a TXF file — but only if your data is in that shape. Here's how to get realized gains out of a PDF statement and into an import file.
Why TXF beats manual entry
Entering trades one by one in tax software is slow and error-prone, especially with hundreds of lots. The TXF format lets you import them in one step — the challenge is producing a clean TXF from your statement.
Extract realized gains first
Convert the statement so each sale becomes a row with trade date, symbol, quantity, cost basis, and proceeds. That's the exact data a TXF (and Form 8949 / 1099-B) is built from.
Export to TXF / 1099
Pro formats the extracted realized gains into TurboTax TXF and generic 1099 layouts, so you import rather than type. Foreign and less-common brokers — the ones without native TurboTax connections — are supported.
Check before you file
Because every lot is a row, you can review and total your gains in the spreadsheet before importing, catching missing cost basis or wash-sale issues early.
Convert your brokerage statement now
Free — upload a brokerage statement and download the file you need.
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