Convert TD Ameritrade 1099-B to Excel / Google Sheets (CSV)
Upload your TD Ameritrade 1099-B PDF and we'll convert it to a CSV file ready for Excel / Google Sheets. Wash sales and 100+ transactions handled automatically.
Why TD Ameritrade 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 TD Ameritrade statements.
TD Ameritrade legacy 1099-Bs (pre-Schwab migration) use a column order that many tax tools no longer recognize.
Thinkorswim active traders often have hundreds of pages of options activity that exceed TurboTax's import limits.
Wash sale adjustments and disallowed losses appear in footnotes rather than dedicated columns.
Upload PDF
Drop your 1099-B
AI Extracts
Reads every transaction
Download
CSV, TXF, and Excel
Import
TurboTax, H&R Block
How to Import Your CSV Into Excel / Google Sheets
After downloading the file from our converter, follow these steps in Excel / Google Sheets.
-
1
Open Excel or Google Sheets and create a new blank spreadsheet.
-
2
Use File → Import (Sheets) or Data → From Text/CSV (Excel) and select the downloaded file.
-
3
Confirm comma as the delimiter and 'Detect data type automatically' for proper formatting.
-
4
Each row is a single transaction with all fields needed for Form 8949.
-
5
Send to your CPA or use it as the source of truth for manual tax entry.
Frequently Asked Questions
Does this work for TD Ameritrade?
Yes. Our AI extractor reads every text-based 1099-B PDF from TD Ameritrade, 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 TD Ameritrade 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 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 does it cost?
Free for your first 3 conversions per month. CSV downloads (which Excel and Google Sheets read natively) are always free.
What about wash sales and adjusted cost basis?
We extract wash sale loss disallowed amounts and adjusted cost basis exactly as reported on your TD Ameritrade 1099-B. The output file preserves these adjustments so Excel / Google Sheets handles Form 8949 correctly.
Related Guides
CSV vs TXF vs Excel: Which Format for Your 1099-B?
You just converted your 1099B PDF into something usable. But now you're staring at three download options —...
Read guideForm 8949 From 1099-B: Everything You Need to Know
Tax season means reconciling broker statements with IRS forms that seem designed to confuse. Your broker se...
Read guide1099-B PDF to CSV: The Complete Guide for Investors (2024)
Your broker sends a 1099B as a PDF. Your accountant wants a spreadsheet. You need it in Excel for your reco...
Read guideReady to Convert Your TD Ameritrade 1099-B?
Upload once and download your CSV for Excel / Google Sheets in under a minute.