With the stock data import feature, you can import information from certain brokerages and financial institutions. Supported brokerages/institutions and steps vary depending on whether you are working in the online or desktop program.
Online
To access the stock data import feature, follow the steps below.
- Open the return.
- Go to Federal > Investment Income > 1099 import from Institution.
- Search for your financial institutions in the list.
- Enter the requested information and Continue through the import.
Supported 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
- Enter the appropriate Betterment account email address and password, to import a client's stock transactions directly into the return. If Two-Factor Authentication is enabled at Betterment, you will need to use the Betterment App Password instead of your standard Betterment password. If you have questions, or need additional support regarding your account, contact Betterment's Customer Support team by emailing support@betterment.com or calling (646) 600-8263.
- 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
- Form8949.com
- Form8949.com is a third-party software vendor that can allow your clients to compile all stock transactions from multiple brokerages into one account.
- Note: The cost of Form8949.com services is not included in your TaxAct program fees.
- 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
- Enter the appropriate TD Ameritrade account number and document ID number from the brokerage provided statement, to import stock transactions directly. If you do not have this information, contact the TD Ameritrade representative to obtain it.
- Note: Importing from TD Ameritrade will also import the Banking information to use for direct withdrawal/direct debit. Be sure you verify if this is the bank you would like to use in regards.
- The Haverford Trust Company
- The Trust Company
- TIAA, FSB
- 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
Desktop
To access the stock data import feature, follow the steps below.
- Open the return.
- Go to Federal > Investment Income > 1099 import from Institution.
- Click Electronic Import.
- Choose your brokerages or financial institutions from the drop list.
- Click Continue.
- Enter the requested information and Continue through the import.
Supported brokerages and financial institutions
- Ameriprise Financial
- APEX
- Betterment
- Enter the appropriate Betterment account email address and password, to import a client's stock transactions directly into the return. If Two-Factor Authentication is enabled at Betterment, you will need to use the Betterment App Password instead of your standard Betterment password. If you have questions, or need additional support regarding your account, contact Betterment's Customer Support team by emailing support@betterment.com or calling (646) 600-8263.
- Form8949.com
- Form8949.com is a third-party software vendor that can allow your clients to compile all stock transactions from multiple brokerages into one account.
- Note: The cost of Form8949.com services is not included in your TaxAct program fees.
- GainsKeeper
- Investor360
- National Financial
- PlanMember
- Raymond James
- Enter the appropriate Raymond James Account Number and Document ID, to import stock transactions directly into the return. The Document ID will be 11 digits long and both alpha and numeric characters. This will be listed on the brokerage statement issued by Raymond James.
- If you need help with your Raymond James information, go to their Frequently Asked Questions and Contact Us webpage.
- Raymond James Bank
- Tastyworks
- TD Ameritrade
- Enter the appropriate TD Ameritrade account number and document ID number from the brokerage provided statement, to import stock transactions directly. If you do not have this information, contact the TD Ameritrade representative to obtain it.
- Note: Importing from TD Ameritrade will also import the Banking information to use for direct withdrawal/direct debit. Be sure you verify if this is the bank you would like to use in regards.
- UBS
Imported Information
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:
Import Forms 1099-B, 1099-DIV, 1099-INT, and 1099-OID from:
Import Forms 1099-B, 1099-DIV, 1099-R, and Banking Information from:
Import Forms 1099-B from:
Import Forms 1099-INT from:
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.
Alternative Options