Import Your 1099-B PDF to TurboTax, H&R Block & TaxAct
Upload your broker 1099-B PDF and get a TXF or CSV file ready to import in minutes. No manual entry, no typos, no missed wash sales.
Works With Every Desktop Tax Program
Download a TXF file for direct import, or a CSV for the manual stock-summary route. Both sidestep the broker-connection errors that break TurboTax Online every year.
TurboTax Desktop
Premier, Home & Business, Self-Employed. Mac & Windows. TXF import via File → Import → From TXF Files.
H&R Block Desktop
Premium and Premium & Business. TXF import fills Form 8949 + Schedule D in one pass.
TaxAct Desktop
Premier+ Investments. Import via the Stock Assistant — TXF or CSV both supported.
Drake Tax
Pro accountants: our CSV matches Drake's capital-gains import format for batch upload.
Lacerte / ProSeries
CSV export is structured for Lacerte's Schedule D import worksheet.
TurboTax / TaxAct Online
Online editions don't accept TXF — use our CSV with the summary-totals workflow.
Step-by-Step Import Guide
Once your TXF, CSV, or Excel file downloads, here's exactly where it goes in each tax program.
TurboTax Desktop
Output: .txf- Open your return in TurboTax Desktop (Premier, Home & Business, or Self-Employed — Deluxe doesn't support investments).
- From the top menu, click File → Import → From Accounting Software (newer versions show From TXF Files).
- Choose Other Financial Software (TXF file), browse to your downloaded
.txf, and click Open. - TurboTax previews every transaction with short-term/long-term split and wash-sale adjustments intact — confirm totals match your 1099-B, then click Import Now.
Deep dive: How to import 1099-B into TurboTax using TXF. TurboTax Online does not accept TXF — switch to the desktop version or use our CSV with the summary-totals workflow.
H&R Block Desktop
Output: .txf- Launch H&R Block Premium or Premium & Business (web editions don't support TXF).
- Go to Federal → Income → Investment Income and select the sales section when prompted for stocks/bonds/mutual funds.
- When asked how you want to enter the data, choose Import from TXF file and browse to your downloaded
.txf. - Review the imported transactions — H&R Block populates Form 8949 and Schedule D with the same codes TurboTax uses (321/323 short-term/long-term, 322/324 wash-sale).
TaxAct Desktop & Online
Output: .csv- Open your return and navigate to Federal → Income → Investment Income → Stock Data Import.
- Pick CSV Import, then upload the CSV file you downloaded here.
- Map the columns — our CSV header is already in TaxAct's expected order (Description, Date Acquired, Date Sold, Proceeds, Cost Basis, Gain/Loss, Type), so most rows auto-map.
- Review and confirm — TaxAct moves each transaction into Form 8949 Box A/B/C (short-term) or D/E/F (long-term) based on the Type column.
Column spec: TaxAct 1099-B CSV import format.
Excel, Google Sheets, or a CPA
Output: .xlsx / .csv- Download the Excel (
.xlsx) file for a pre-formatted spreadsheet with headers, currency formatting, and totals — open directly in Excel, Numbers, Google Sheets, or LibreOffice. - Or use the CSV if you're sending the data to a CPA or accounting software (Drake, Lacerte, ProSeries, QuickBooks) — CSV is the universal exchange format for tax professionals.
- Review trades, annotate wash sales, and verify totals against your 1099-B summary page before handing off or filing.
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Drop your 1099-B
AI Extracts
Reads every transaction
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CSV, TXF, and Excel
Import
TurboTax, H&R Block
Why Direct 1099-B Imports Break
Nearly every tax season, broker-to-TurboTax imports break for thousands of users. The PDF is always there — it just needs the right middle step.
Broker connection timeout. Schwab, Fidelity, and Robinhood accounts with 100+ transactions time out during TurboTax's direct import. The error message — "We couldn't auto-fill your return" — gives you nothing to act on.
CSV copy-paste is a typo mine. Manually entering proceeds, cost basis, acquired/sold dates, and wash-sale adjustments for 500 trades is how IRS notices start. A single mis-keyed date flips a long-term gain into short-term and changes your tax.
The 1099-B PDF has everything. Every field Form 8949 needs is already in your broker's PDF. We read it with AI, structure it into TXF or CSV that your tax software accepts natively, and hand you back a file that imports cleanly.
How 1099-B Import Works
How do I import my 1099-B automatically?
Upload your broker's 1099-B PDF here, preview the parsed transactions for free, pay $4.99 to download a TXF or CSV file, then open your desktop tax software (TurboTax, TaxAct, or H&R Block) and use its import menu. The file auto-populates Form 8949 and Schedule D with every transaction correctly split between short-term and long-term.
Can TurboTax import a 1099-B PDF directly?
No — TurboTax Desktop imports TXF files, not PDFs. That's why this converter exists: it reads your PDF (any broker format) and produces the TXF that TurboTax actually accepts. TurboTax Online doesn't support TXF at all — use our CSV output with the summary-totals workflow instead.
Does this work with Schwab, Fidelity, and Robinhood?
Yes. Our extractor handles every major US broker format: Charles Schwab, Fidelity, Robinhood, E*TRADE, TD Ameritrade, Interactive Brokers, Vanguard, Merrill Lynch, Webull, and more. If you have a 1099-B PDF, we can read it.
Are wash sales handled?
Yes. Wash-sale loss disallowed amounts are extracted and tagged with the correct TXF codes (322 for short-term, 324 for long-term). When imported, the adjustments land in Form 8949 Column (g) automatically — no manual Column (f) code entry.
How many transactions can I import?
Up to around 1,500 transactions per PDF. For very large statements, we recommend splitting by broker or quarter — beyond ~300 transactions the extraction starts running into Anthropic API rate limits and takes several minutes.
Is my 1099-B data secure?
PDFs are processed in-memory and deleted after your conversion completes. We don't store the source PDF or any personally identifiable information past the session needed to generate your download. Payment is handled by Stripe — we never see your card.
Ready to Import Your 1099-B?
Upload your PDF, preview free, and download a ready-to-import file for $4.99.