New Feature for 2013
In the Final version of TaxACT 2013, TD Ameritrade users will be able to import their stock transactions into their tax return directly from the brokerage. Using your TD Ameritrade account number and doc ID number from your brokerage statement, your 2013 stock transactions will import directly into your TaxACT return at the click of a button. Check back later for more details about this new feature in TaxACT.
TD Ameritrade users do not need a CSV file to import their transactions into TaxACT. Using your TD Ameritrade account information, you can import your transactions into TaxACT using the GainsKeeper import feature.
You will need to know your TD Ameritrade account number and the PIN associated with your account. If you do not know your PIN, you will need to contact your TD Ameritrade representative to obtain this information.
To import your TD Ameritrade account information into TaxACT, follow the steps below (Note: if you are using a TaxACT Business Product, click File > Import > GainsKeeper Data).
On the GainsKeeper login screen you will enter your account information as follows:
For the GainsKeeper.com Login ID, you will enter your TD Ameritrade account number followed by “@amtd” (without the quotes). Example: 123456789@amtd.
For the GainsKeeper.com Password, you will enter your TD Ameritrade PIN. If you do not know your PIN, contact your TD Ameritrade representative.
If you are having troubling importing from GainsKeeper, you may want to try a CSV import through TradeLog. TaxACT has partnered with TradeLog to offer its customers a solution for calculating capital gains on Schedule D.
Please Note: The navigation steps above are provided to assist our customers with importing a .CSV file in to the TaxACT program. As the brokerage firm listed above is not associated with TaxACT, we cannot guarantee the steps are 100% accurate. If you should need additional assistance while retrieving your .CSV file from the broker, please contact their support department for further information.