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With the release of the enhanced stock data import feature in the TaxAct program, you can import information from the following brokerages and financial institutions:

  • 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

To electronically import your stock data, go to our Forms 8949 and 1099-B - Entering Stock Transactions in Program FAQ.

Below is a list of what information and forms you can import from each brokerage or financial institution.  "Banking Information" means you can have your tax refund direct deposited into your account if you use that brokerage or financial institution.

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

  • TD Ameritrade
  • Raymond James

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

  • Capital One Investing
  • UBS

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

  • APEX

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

  • Betterment

Import Forms 1099-B from:

  • Form8949.com
  • GainsKeeper

Import Forms 1099-INT from:

  • Raymond James Bank

Note. If the brokerage or forms you want to import aren't 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.


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