Convert TD Ameritrade 1099-B to TaxAct (CSV)
Upload your TD Ameritrade 1099-B PDF and we'll convert it to a CSV file ready for TaxAct. Wash sales and 100+ transactions handled automatically.
Why TD Ameritrade 1099-Bs Don't Import Cleanly Into TaxAct
Every broker formats their 1099-B differently. Here's what trips up TaxAct 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.
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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 TaxAct
After downloading the file from our converter, follow these steps in TaxAct.
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1
Sign in to TaxAct and open your federal return.
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2
Navigate to Federal → Income → Investment Income → Stocks, Mutual Funds, Bonds, and Other.
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3
Choose 'Import from CSV' (or paste the CSV contents into the bulk-entry screen).
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4
Map our columns: Description, Date Acquired, Date Sold, Proceeds, Cost Basis, Wash Sale Adjustment.
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5
TaxAct will populate Form 8949 with each transaction and roll the totals into Schedule D.
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 TaxAct.
How is this different from TaxAct'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 TaxAct handles Form 8949 correctly.
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Read guideReady to Convert Your TD Ameritrade 1099-B?
Upload once and download your CSV for TaxAct in under a minute.