Can I Import My Excel File Of Trades ?

You cannot import Excel trade data directly into TurboTax.

However, you can convert the Excel data into the universal TXF format, and then import. You'll need Excel to TXF software to generate the TXF file, like Schedule D Tax Tool.

Most brokers let you download your individual transactions into Excel or CSV spreadsheet format. Some brokers may even provide matched trades for download.

Just take your Excel file, run it through the TXF generator, and you're ready to import.

If you've never used TXF import, you should absolutely consider it. There are many benefits to using TXF files, as opposed to the direct broker download approach.

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Should I import trades directly from my broker ? Can I import my TXF file of trades ?

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Once you've got your TXF file, importing it is a breeze.

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