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Help Center Tax Center Data Imports/Exports

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
Please Note: If you received a notification that your Consolidated 1099 is available, please be aware that your tax data will not be available in TaxAct unt...
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 a...
Employer Identification Number (EIN) Location
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 b...
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-...
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tastytrade, Inc. (“tastytrade”) does not provide investment, tax, or legal advice. tastytrade’s website and brokerage services are not intended for persons of any jurisdiction where tastytrade is not authorized to do business or where such products and other services offered by the tastytrade would be contrary to the securities regulations, futures regulations or other local laws and regulations of that jurisdiction. Options involve risk and are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially significant losses. Please read Characteristics and Risks of Standardized Options before deciding to invest in options.

Futures accounts are not protected by the Securities Investor Protection Corporation (SIPC). All customer futures accounts’ positions and cash balances are segregated by Apex Clearing Corporation. Futures and futures options trading is speculative and is not suitable for all investors. Please read the Futures & Exchange-Traded Options Risk Disclosure Statement prior to trading futures products.

Cryptocurrency transaction and custody services are powered by Zero Hash LLC and Zero Hash Liquidity Services LLC. Cryptocurrency assets are held and custodied by Zero Hash LLC, not tastytrade. Services may not be available in all states. Cryptocurrency assets are not subject to Federal Deposit Insurance Corporation (FDIC) or Securities Investor Protection Corporation (SIPC) coverage. Cryptocurrency trading is not suitable for all investors due to the number of risks involved. The value of any cryptocurrency, including digital assets pegged to fiat currency, commodities, or any other asset, may go to zero.

tastytrade, Inc. was formerly known as tastyworks, Inc.

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