TradeAccountant: A Faster Schedule D Solution, Wash Sales, Cost Basis, Marked to Market MTM, Portfolio Management, Reconciliation Tools, Trade Journal, Expire Options, 4797, 6781, Export to Excel or Tax Software (TaxCut and TurboTax as .txf).

Export to Tax Software

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Brokerage Import >> Analyze (Reconcile) >> Report >> Export to Tax Software

I. Print to Paper

Select Print Preview
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Select Print.

II. Export to a File for other Software

Select File/Export/To Tax Software
Browse the menu and choose a version that meets your needs.

From the menu select a desired file format. TAPro will generate a file that you can open using Excel or the indicated program. For new formats have your 3rd. party tax software provider contact our support team.

III. Export to TurboTax

Select File/Export/To Tax Software (see Export to a File for the screen shot).
Select an Export format for TurboTax. This creates a .txf file that TurboTax can import.

Visit the TurboTax site for details regarding import to TurboTax: Import to TurboTax

IV. Export to TaxCut

Select File/Export/To Tax Software (see Export to a File for the screen shot).
Select an Export format for TaxCut. This creates a .txf file that TaxCut can import.

Note the recommended version will place the wash sales adjustments in the Sales column. This will avoid a complaint by TaxCut but then the Sales total will not match the TAPro Sales total. The alternative export will use a negative Cost number but TaxCut might complain about this but the Sales total will match the TAPro sales total.

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