Form 1099-B - Import Individual Stock Transactions

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:

  • Ameriprise Financial
  • APEX
  • Bank of Ann Arbor
  • Bank of Hawaii Trust Services Group
  • Bank of Omaha Wealth
  • Bar Harbor Wealth Management
  • Betterment
  • BMO Wealth Management
  • BOK Financial
  • Bremer Wealth
  • Capital City Trust Company
  • Capital One Investing
  • Charles Schwab
  • Chevy Chase Trust
  • Edward Jones Trust Company
  • Enterprise Wealth Management
  • Fidelity Investments
  • Fiduciary Trust Company
  • Fiduciary Trust International
  • Fifth Third Private Bank
  • First Bankers Trust Company
  • First Business Bank Private Wealth 
  • Frost Wealth Advisors
  • GainsKeeper (includes OptionsXpress users that also have a GainsKeeper account)
  • Goulston and Storrs PC
  • Hancock Whitney
  • HSBC Private
  • Intrust Bank Wealth Management
  • Investor360
  • Ledyard Financial Advisors
  • National Financial
  • Northern Trust
  • Members Trust Company
  • Old National Wealth Management
  • Park National Bank
  • Peoples United Advisors
  • PlanMember
  • PNC Wealth Management
  • Raymond James
  • Raymond James Bank
  • Sandy Spring Trust
  • Synovus Trust Company
  • Tastyworks
  • TD Ameritrade
  • The Haverford Trust Company
  • The Trust Company
  • Truist Wealth
  • Trust Company of Oklahoma
  • UBS
  • Union Bank and Trust
  • Washington Trust Wealth Management
  • Wealth Management and Trust Group
  • Westwood Wealth Management
  • Zions Bancorporation

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:

  • 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.