OptionsXpress users can purchase a discount GainsKeeper retail product through their OptionsXpress accounts. The information in your OptionsXpress account is then linked to this GainsKeeper account. If you purchased a GainsKeeper product through your OptionsXpress account, see the GainsKeeper information section below. Otherwise, see the steps below to export a CSV file from OptionsXpress for import into your TaxAct® return.
You can download your transaction information from your OptionsXpress account into an Excel document. You can then convert this Excel document into a CSV file in order to import into TaxAct.
To export the Excel document from your OptionsXpress account:
To convert the Excel document to a CSV file:
You will then import this file into TaxAct.
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.
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.
To import your GainsKeeper account information into TaxAct:
On the GainsKeeper login screen you will enter your account information as follows: