AI-powered extraction

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.

Free preview, $4.99 to download No account required Supports all brokers

Sound familiar?

100+ Transactions

TurboTax crashes with large 1099-Bs. Manual entry takes hours. One typo means an IRS notice.

Import Fails

"We couldn't auto-fill your return" — Schwab, Fidelity, and Robinhood users hit this every year.

Wash Sales

Complex disallowed losses and adjusted cost basis need careful handling. We extract every field.

Upload PDF

Drop your 1099-B

AI Extracts

Reads every transaction

Download

CSV, TXF, and Excel

Import

TurboTax, H&R Block

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.

.csv

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

.xlsx

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 for free. Pay $4.99 once to unlock CSV, TXF, and Excel downloads.

Free Preview

See your data before paying

Summary of totals and counts
First 10 transactions visible
No account, no credit card

Upload & Preview

Frequently Asked Questions

Confused about Schedule D vs Form 8949? They're not alternatives — you file both. Your 1099-B feeds Form 8949, and Form 8949's totals roll up to Schedule D. Schedule D vs Form 8949. Or jump to the Form 8949 codes lookup.

Importing into TurboTax? Our step-by-step TurboTax TXF import walkthrough covers every menu click from generating the TXF to reviewing Form 8949 inside TurboTax Desktop.

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 processed in memory and immediately deleted. The extracted text is sent to our AI service over an encrypted connection. No files or financial data are stored after your session ends.

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 $4.99.