Convert SoFi Invest 1099-B to TurboTax — No Apex Login Needed
Upload your SoFi Invest 1099-B PDF and we'll convert it to a TXF file ready for TurboTax. Wash sales and 100+ transactions handled automatically.
Free preview · Sign in with Google or email — no password needed
Why SoFi 1099-Bs Don't Import Cleanly Into TurboTax
Every broker formats their 1099-B differently. Here's what trips up TurboTax users with SoFi Invest statements.
SoFi does not clear its own trades — the 1099-B is issued by Apex Clearing Corporation, so searching for 'SoFi' in a tax program's broker list returns no match at all.
The Apex account number printed on the tax form differs from the friendly account number shown in the SoFi app, so the import fails authentication even with correct credentials.
Fractional-share sales produce quantities with many decimal places that some importers round off or drop entirely.
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 TurboTax
After downloading the file from our converter, follow these steps in TurboTax.
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1
Open TurboTax Desktop (Premier, Home & Business, or higher — TXF import is not available in TurboTax Online).
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2
Go to File → Import → From Accounting Software.
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3
Select 'Other Financial Software (TXF file)' and choose the file you downloaded.
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4
TurboTax will auto-fill Form 8949 and Schedule D with all your transactions, including wash sale adjustments.
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5
Review the imported summary and continue with the rest of your return.
Frequently Asked Questions
Does this work for SoFi Invest?
Yes. Our AI extractor reads every text-based 1099-B PDF from SoFi Invest, including consolidated statements with multiple sections, and outputs a TXF file formatted for TurboTax.
How is this different from TurboTax's built-in SoFi 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 TurboTax — 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 SoFi Invest 1099-B. The output file preserves these adjustments so TurboTax handles Form 8949 correctly.
TurboTax has no SoFi option and my Apex login won't work. Does this avoid that?
Yes. You upload the PDF SoFi already gave you, so there's no broker connector and no Apex account number to match. The TXF imports the same way regardless of who cleared the trades.
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Read guideReady to Convert Your SoFi 1099-B?
Upload once and download your TXF for TurboTax in under a minute.
Free preview · Sign in with Google or email — no password needed