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.
What is new in this release:
Version 3.40 adds additional functionality, support for 2012 tax software changes, and support for additional brokers.
Microsoft Excel 2000 or newer
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Supported Operating Systems:
Windows 2000 |
Windows 7 |
Windows 8 |
Windows Vista |
Windows XP |
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