Guides

Practical how-tos for turning broker files into clean spreadsheets.

How to Import Trades into TurboTax Desktop with a TXF File

Step-by-step: convert your broker's CSV or PDF into a TXF file and import every trade into TurboTax desktop in one pass.

CSV to TXF: Convert Any Broker Export for TurboTax

Turn any broker's CSV export — even from foreign or small brokers with no TurboTax connection — into a TXF file you can import.

How to Fill Out Form 8949 from Your Brokerage Statement

Get every sale from a brokerage statement into Form 8949 format — description, dates, proceeds, cost basis, and gain/loss — without manual re-keying.