Note.The navigation steps above are provided to assist our customers with importing a .CSV file in to the TaxAct program. As the brokerage firm listed above is not associated with TaxAct, we cannot guarantee the steps are 100% accurate. If you should need additional assistance while retrieving your .CSV file from the broker, please contact their support department for further information.
You should compare the CSV or Excel file you obtain from your broker with the information that was reported to you on Form 1099-B. All transactions reported on Form 1099-B need to be included in your CSV or Excel file. If there areANYtransactions missing from your CSV or Excel file, you will need to manually add these transactions to your file before importing into TaxAct.
To save the data for use in Excel or other programs, click Action and choose Export. You may also Export by right-clicking in the Transactions window and selecting Export.
The difference between CSV and XLS file formats is that CSV format is a plain text format in which values are separated by commas (Comma Separated Values), while XLS file format is an Excel Sheets binary file format which holds information about all the worksheets in a file, including both content and formatting.
Google Docs. Open Google Docs and open the spreadsheet file you want to save as a CSV file. Click File, Download as, and then select CSV (current sheet).
txt formats from the Actions menu or by right-clicking within the Positions display. Choose one of the export options explained below. In the Export window that opens, select the save location and enter a name for the export file, if you wish to change it from the default, and click Save.
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