Data Imports/Exports
Now that it's tax season let's get filing. If you're a TurboTax user, then please follow the instructions below to learn how to import your t...
Now that tax season is here, let's put your computer to work. If an H&R Block Tax Software user, then you can import your tastyworks transaction da...
Are you ready for tax season? You may not be, but your tax software is. Let’s put TaxAct to work! Please follow the illustrated instructions below. *Ple...
Time flies when your hearing dings (platform fill sounds), but now we have to make sense of all those dings by getting ready for tax season. If you're ...
TradeLog users must create Apex Credentials to export transactional data to import into TradeLog. Below are the instructions on how to create Apex credentia...
Is your tax prep software asking for an Employer Identification Number (EIN)? You can find that by looking at the page after your Form 1099-B Totals Page la...
Do you need to file a quarterly tax estimate (1040-ES)? Or, do you want to check your YTD realized profit performance? Either way, you can export your Year-...