Convert Computershare 1099-B to Excel / Google Sheets (CSV)
Upload your Computershare 1099-B PDF and we'll convert it to a CSV file ready for Excel / Google Sheets. Wash sales and 100+ transactions handled automatically.
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Why Computershare 1099-Bs Don't Import Cleanly Into Excel / Google Sheets
Every broker formats their 1099-B differently. Here's what trips up Excel / Google Sheets users with Computershare statements.
Computershare is a transfer agent rather than a brokerage, so it generally does not appear in tax software import lists at all — the PDF is the only path.
Long-running DRIP positions include shares bought before cost-basis reporting rules took effect, reported as noncovered with the basis left blank.
Dividend-reinvestment lots show fractional quantities and acquisition dates spread across many years for a single sale.
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 CSV Into Excel / Google Sheets
After downloading the file from our converter, follow these steps in Excel / Google Sheets.
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1
Open Excel or Google Sheets and create a new blank spreadsheet.
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2
Use File → Import (Sheets) or Data → From Text/CSV (Excel) and select the downloaded file.
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3
Confirm comma as the delimiter and 'Detect data type automatically' for proper formatting.
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4
Each row is a single transaction with all fields needed for Form 8949.
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5
Send to your CPA or use it as the source of truth for manual tax entry.
Frequently Asked Questions
Does this work for Computershare?
Yes. Our AI extractor reads every text-based 1099-B PDF from Computershare, including consolidated statements with multiple sections, and outputs a CSV file formatted for Excel / Google Sheets.
How is this different from Excel / Google Sheets's built-in Computershare 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 CSV 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 CSV file for Excel / Google Sheets — 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 Computershare 1099-B. The output file preserves these adjustments so Excel / Google Sheets handles Form 8949 correctly.
Related Guides
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Read guideReady to Convert Your Computershare 1099-B?
Upload once and download your CSV for Excel / Google Sheets in under a minute.
Free preview · Sign in with Google or email — no password needed