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Charles Schwab

To export a CSV file from Charles Schwab for import into your TaxAct® return, follow these steps:

  1. Go to the Charles Schwab website
  2. Click the Log In button to log into your account
  3. Click the Accounts tab in the upper left corner
  4. When the Accounts tab is displaying, click the History submenu item
  5. When History is displaying, click the Realized Gain/Loss tab
  6. From within the Realized Gain/Loss tab, select a date range that will show sales that occurred in the appropriate tax year
  7. When the correct tax year sales are showing, click the Export link in the upper right (click OK on any download confirmation screens that appear)
  8. Save the .CSV file to a location on your computer
  9. 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.

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