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Data Imports/Exports

How to Import Data to TurboTax
Please Note: If you received a notification that your Consolidated 1099 is available, then please be aware that your tax data will not be available in Turbo...
How to Import Data to H&R Block Tax Software
Please Note: If you received a notification that your Consolidated 1099 is available, then please be aware that your tax data will not be available in H&...
How to Import Data into TaxAct
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. Star...
How to Import Data to TradeLog
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 ...
How to Create Apex Credentials (for TradeLog users)
TradeLog users must create Apex Credentials to export transactional data to import into TradeLog. Below are the instructions on how to create Apex credentia...
I need an employer identification number to file my taxes
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...
Where do I download my Year-to-Date data? (1040-ES)
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-...