| Version | 3.40 |
|---|---|
| Publisher | InvestoTek |
| Release date | Apr 18, 2013 |
| Date added | Apr 18, 2013 |
| Os requirements | Windows Vista, Windows, Windows 2000, Windows 8, Windows 7, Windows XP |
| Requirements | Microsoft Excel 2000 or newer |
| Total downloads | 1,865 |
| Price | Free to try |
Description
This handy little 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, many others. Visit the following link for a list of all supported brokers: http://www.investotek.com/brokers.htm 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.