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