Excel2TXF

Software Screenshot:
Excel2TXF
Software Details:
Version: 3.40
Upload Date: 23 Jan 15
Developer: InvestoTek
Distribution Type: Shareware
Price: 5.00 $
Downloads: 26
Size: 253 Kb

Rating: 4.0/5 (Total Votes: 1)

This handy little utility will convert your capital gains transactions from an Excel file (which most brokers offer for download) to a TXF file, which you can import directly TurboTax and H&R Block At Home. This utility works with data from most brokers such as Etrade, Fidelity, Interactive Brokers, OptionsXpress, and many, many others. Visit the following link for a list of all supported brokers: http://www.investotek.com/brokers.htm The software includes options to match up individual buy and sell trades for brokers that don't provide a gain/loss download, options to consolidate trading activity for active traders to get under the import limits (both TurboTax and H&R Block limit the number of imported trades), and an option to add wash sale adjustments.

What is new in this release:

Version 3.40 adds additional functionality, support for 2012 tax software changes, and support for additional brokers.

Requirements:

Microsoft Excel 2000 or newer

Limitations:

2-transaction trial

Supported Operation Systems

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