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.
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
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
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 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 once, download all three formats. Free for your first 3 conversions.