Data Imports/Exports

How to Import Data to TurboTax
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...
How to Import Data to H&R Block Tax Software
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...
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. *Ple...
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 ...
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-...