In the past I have found that tax programs that are supposed to be able to import transaction data from your brokerage do not always work as they should, and the process is fraught with errors which are time-consuming to locate and correct.
Here is a handy program I found which may make this easier. If you can get an xls or csv file from your brokerage containing your transactions, this program will convert an xls or csv file into a txf file for import into your tax program. It is inexpensive and it works! I have already used it to assist in importing my 2023 transactions, saving me lots of time and grief.
I have no affiliation with the developer of this program.
Submitted December 31, 2023 at 11:18PM by Apprehensive_Ad_4020 https://ift.tt/jO6aSgv
