Convert 1099-B to TXF in Seconds
TurboTax import broken? Too many transactions? Upload your 1099-B PDF and get instant CSV, TXF, and Excel.
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Your results, about a minute from now
Sound familiar?
Three ways a 1099-B ruins your evening
None of these are your fault. They happen to everyone who sold more than a handful of positions.
Hundreds of transactions
≈ 4hLarge 1099-Bs choke the import and leave you typing lots one at a time. One transposed digit becomes an IRS notice months later.
The import just fails
Every seasonSchwab, Fidelity and Robinhood users hit this every filing season. The broker has your data — the connection between them just won't hold.
Wash sales and odd lots
Easy to missDisallowed losses, adjusted basis, VARIOUS dates, lots the broker never reported. Drop one field and the gain on your return is simply wrong.
How it works
From a PDF nobody can import
to a file that just works
Your broker prints transactions for humans to read. Tax software wants columns. We read every line — including VARIOUS dates, wash sales and missing cost basis — and hand back the columns.
AI reads
every line
~30 seconds
AI reads every line — about 30 seconds from upload to download.
Your tax documents
A 1099-B is not a file you hand over lightly
It carries your account numbers, every position you held, and what you made or lost on each one. Here is exactly what we do with it — and what we never do.
Your PDF is deleted, not stored
We pull the transactions out and delete the original file as soon as the conversion finishes. It is never archived, never backed up, and never sits on a server waiting for someone to find it.
We never ask for your brokerage login
Auto-import tools want your username and password. We only need the PDF your broker already sent you. Your credentials stay with you, and every upload and download travels over an encrypted connection.
Kept in the United States, then deleted
Our servers and database are located in the United States. Your extracted transactions stay available for 90 days so you can re-download them in any format, then are deleted automatically. You can delete a conversion yourself at any time.
Never used to train AI, never read by a person
Extraction is fully automated under commercial API terms that exclude your data from AI model training. No employee, contractor, or operator opens your 1099-B or reads your trades. We do not sell or share your financial data.
Want the full breakdown, step by step? Read our Security & Data Handling page.
Three Formats, Every Use Case
Choose the format that fits your workflow. Download all three from a single upload.
TXF (Tax Exchange Format)
Direct import into TurboTax, H&R Block, and TaxAct. No manual entry.
- Auto-fills Form 8949
- Short-term & long-term split
- Wash sale adjustments included
Need a TXF file for TurboTax Desktop? Use our dedicated PDF to TXF converter. On TaxAct? See the TaxAct 1099-B converter.
CSV (Spreadsheet)
Clean, structured data for any spreadsheet app or CPA.
- Opens in Excel / Google Sheets
- Easy to review and edit
- Send directly to your CPA
Excel (Formatted)
Professional spreadsheet with formatting and styling.
- Styled headers and rows
- Currency formatting built-in
- Ready for record-keeping
Simple Pricing
Preview your data free — pay only when you download. Got more than one 1099-B? The pack covers the household.
Same price for 10 or 1,500 transactions
- All three formats — TXF, CSV & Excel
- Wash sales and adjustments included
- Free preview before you pay
- No subscription, no hidden fees
$6.00 each — for households with several accounts
- Everything in the single price
- Joint, trust and custodial accounts
- Corrected 1099s and re-runs
- Credits last 12 months
Start with one if you're not sure. If you need more later you pay only the difference — one statement plus the top-up costs exactly the same $29.99.
Frequently Asked Questions
Which brokers are supported?
We support 1099-B PDFs from all major brokers including Charles Schwab, Fidelity, TD Ameritrade, Robinhood, E*TRADE, Interactive Brokers, Vanguard, and Merrill Lynch. If your broker generates a text-based PDF, we can extract it.
How does the TXF import work with TurboTax?
After downloading the TXF file, open TurboTax and go to File > Import > From TXF File. Select the downloaded file and TurboTax will auto-fill Form 8949 and Schedule D with all your transactions. Works with TurboTax Desktop (Premier and above).
Is my data secure?
Your PDF is deleted as soon as the conversion finishes — it is never archived. The extracted transactions stay in your account for 90 days so you can re-download them, then are deleted automatically. We never ask for your brokerage login, nothing is used to train AI models, and no one reads your trades.
What about wash sales and adjusted cost basis?
We extract wash sale loss disallowed amounts and adjusted cost basis exactly as reported on your 1099-B. The TXF file includes wash sale adjustments so your tax software handles them correctly.
What if the extraction misses some transactions?
Our AI extraction works best with text-based PDFs (where you can select and copy text). Scanned or image-based PDFs may not extract fully. If your 1099-B has unusual formatting, try the CSV output and verify against your original document.
Stop Wasting Time on 1099-Bs
Upload. Preview. Download all three formats for $8.99.
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