Convert Apex Clearing 1099-B to H&R Block (TXF)
Upload your Apex Clearing 1099-B PDF and we'll convert it to a TXF file ready for H&R Block. Wash sales and 100+ transactions handled automatically.
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Why Apex Clearing 1099-Bs Don't Import Cleanly Into H&R Block
Every broker formats their 1099-B differently. Here's what trips up H&R Block users with Apex Clearing statements.
Apex issues the 1099-B on behalf of a long list of app-based brokers, so the name on your tax document does not match the app you actually trade in.
Because the IRS receives the form under Apex's tax ID, a tax program's broker search only matches Apex — typing the front-end broker name returns nothing.
Traders using more than one Apex-cleared app receive several near-identical statements that have to be converted separately and then combined.
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.
How to Import Your TXF Into H&R Block
After downloading the file from our converter, follow these steps in H&R Block.
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1
Open H&R Block Desktop Premium or Self-Employed (Online edition does not accept TXF imports).
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2
Go to File → Import Financial Information → TXF File.
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3
Select the TXF file you downloaded — H&R Block will preview the transactions before importing.
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4
Confirm the import to populate Form 8949 and Schedule D with every transaction.
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5
Wash sale adjustments and short-term/long-term splits are handled automatically.
Frequently Asked Questions
Does this work for Apex Clearing?
Yes. Our AI extractor reads every text-based 1099-B PDF from Apex Clearing, including consolidated statements with multiple sections, and outputs a TXF file formatted for H&R Block.
How is this different from H&R Block's built-in Apex Clearing import?
Direct broker imports often fail with 100+ transactions, miss wash sale adjustments, or refuse to load consolidated statements. We bypass that by reading the PDF directly and producing a clean TXF file.
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 does it cost?
Uploading and previewing your results (summary totals plus the first 10 transactions) is free. To download the TXF file for H&R Block — or any other format — is a one-time $8.99 per conversion. No subscription.
What about wash sales and adjusted cost basis?
We extract wash sale loss disallowed amounts and adjusted cost basis exactly as reported on your Apex Clearing 1099-B. The output file preserves these adjustments so H&R Block handles Form 8949 correctly.
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Read guideReady to Convert Your Apex Clearing 1099-B?
Upload once and download your TXF for H&R Block in under a minute.
Free preview · Sign in with Google or email — no password needed