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With the release of the enhanced stock data import feature in the TaxAct program, you will now be able to import information from the following brokerages and financial institutions (see the end of this email for navigation steps to reach the area in the Q&A screens where you can import from a brokerage/financial institution or complete a CSV import):

  • APEX
  • Betterment
  • Capital One Investing
  • Form8949.com
  • GainsKeeper (includes OptionsXpress users that also have a GainsKeeper account)
  • Raymond James
  • Raymond James Bank
  • TD Ameritrade
  • UBS
  • WiseBanyan

Note. If the brokerage(s) you wish to import your transactions from is not listed, that indicates we have not yet been authorized by them to import their transactions.  If you would like that ability, please contact them directly and make that request to encourage them to allow that to happen.

Below we have provided more detailed information as to exactly what is possible to import from each brokerage or financial institution.  An indication of the ability to import "Banking Information" allows our customers to have their tax refund direct deposited back into the account if they wish.

Import Forms 1099-B, 1099-DIV, 1099-INT, 1099-OID, 1099-R and Banking Information from the following:

  • TD Ameritrade
  • Raymond James

Import Forms 1099-B, 1099-DIV, 1099-INT, 1099-OID and Banking Information from the following:

  • Capital One Investing
  • UBS

Import Forms 1099-B, 1099-DIV, 1099-INT and 1099-OID from the following:

  • APEX
  • Robinhood
  • WiseBanyan

Import Forms 1099-B, 1099-DIV, 1099-R and Banking Information from the following:

  • Betterment

Import Forms 1099-B from the following:

  • Form8949.com
  • GainsKeeper

Import Forms 1099-INT from the following:

  • Raymond James Bank

To import your individual stock transactions into your TaxAct return (or complete a CSV import), follow these steps:

  1. From within your TaxAct return (Online or Desktop), click Federal. On smaller devices, click the menu icon in the upper left-hand corner, then select Federal.
  2. Click Investment Income in the Federal Quick Q&A Topics menu to expand the category and then click Gain or loss on the sale of investments to expand that category
  3. Click Stock Data Import and you will have the option of importing directly from any of the listed brokerages, financial institutions or software vendors or importing your CSV file.

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