For the given sample,Ĭhoose 1 for column Symbol, 2 for column Quantity, 3 for column Date Acquired,Ĥ for column Cost Basis, 5 for column Date Sold, 6 for column Proceeds. The column indexes have a purple background. Step 2: Choose Realized Gain/Loss from the drop down menu on the top-left cornor. Symbol,Quantity,Date Acquired,Cost,Date Sold,Proceeds,Gain If you have a history of realized gains and losses (e.g., Cost Basis and Proceeds), your trade data may look like the following. For the given sample,Ĭhoose 1 for column Date, 2 for column Action, 3 for column Symbol,Ĥ for column Quantity, 5 for column Price, 6 for column Commission. Step 1: Choose Comma Delimited (*.csv) as your broker in TXF Creator.Īfter choosing your data file and tax year, click on the Continue > button. If you have a history of transactions including Buy, Sell, Shell Short, Buy to Cover, Buy to Open, Sell to Close, Sell to Open, and Buy to Close, your trade data may look like the following.ĭate,Action,Symbol,Quantity,Price,Commission Please note that TXF Online does not support the Comma Delimited Customized Conversion. If you have downloaded an Excel file ( XLS) from your broker, you need to convert it to Comma Delimited ( CSV) using Microsoft Excel or other spreadsheet applications. The Comma Delimited feature processes two types of trade data: Just select your file, pick a format to convert to and away you go. If your broker is not directly supported by TXF Express, this feature is right for you. The tables with software actions are a good pointer for what a certain program does with various file types and often may give users a good hint how to perform certain file conversion, for example the above-mentioned txf to pdf. Which can handle stock and option trade data from many different brokers. Comma Delimited (CSV) Customized Conversion is a built-in feature of

Txf file converter