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Topic: Export and Download CSV Files from Brokerages

For instructions on exporting or downloading a CSV file from a specific broker, select your broker from the list below:

Charles Schwab
TradeKing
Fidelity
Scottrade
E*TRADE
TD Ameritrade
OptionsXpress

You should compare the CSV or Excel file you obtain from your broker with the information that was reported to you on Form 1099-B. All transactions reported on Form 1099-B need to be included in your CSV or Excel file. If there are ANY transactions missing from your CSV or Excel file, you will need to manually add these transactions to your file before importing into TaxACT.