TD Ameritrade


OFX SERVER

TD Ameritrade hosts an Open Financial Exchange (OFX) server from which your 1099-B realized gain and loss information may be retrieved by our program.

More info

To retrieve information from their server, you will need the following information:
  Account Number (9 digits, e.g. 123456789)
  Document ID (11 characters, e.g. A12B3456CD7)
 
 

Regarding the above, they indicate:
To import data from your Form 1099-B, OID, INT, MISC, or DIV, enter your 9-digit account number, and the 11-character Document ID from the top right corner of your Form 1099 (no spaces).


TXF DOWNLOAD INSTRUCTIONS

TD Ameritrade provides a downloadable tax exchange format file containing your realized gain and loss information.

ACTIVE TRADERS: If you have more transactions than can be returned by the TD Ameritrade OFX server, use this processing option.

  1. Select the "My Account" tab.
  2. Click on the "Tax Center" menu item.
  3. Under "Gain/Loss Reporting provided by GainsKeeper", select "20XX with wash sale adjustments"
  4. In the pop up window, adjacent to "Export:" select TXF and save the file to your computer




Please email us at support@form8949.com with new information if any of the above is out-of-date or incomplete.