TD Ameritrade Clients

At, we help you minimize the time and expense of complying with the tax reporting requirements related to your stock trading activity.

If you use a Tax Pro, you can save your tax preparer time and save tax preparation fees. If you use tax software, we can help you either (1) import your data into H&R Block, TaxAct, or TurboTax or (2) generate a PDF file for attachment to your return.

All for as little as $12.00.

2023 Acquisition by Charles Schwab

For 2023, clients of TD Ameritrade will probably receive 2 Forms 1099-B, one for pre-acquisition sales and another for post-acquisition sales. When we know for sure, we will update our site.

Open Financial Exchange (OFX) Server

TD Ameritrade hosts an 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).


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

Download this file and submit it for processing by our program.

  1. Select the "My Account" tab.
  2. Click on the "Tax Center" menu item.
  3. Scroll down to "Cost basis reporting provided by GAINSKEEPER"
  4. Select "20XX with wash sale adjustments (8949)"
  5. In the pop up window, adjacent to "Export:" select TXF and save the file to your computer

1099-B Portable Document Format (PDF)

You may download your TD Ameritrade Form 1099-B PDF file and submit it for processing.


If you have additional or newer information regarding TD Ameritrade downloadable files, please email us at .




Try Then Buy

The app helps you self-prepare your 2023 or prior year Form 8949 and Schedule D (and Form 4797, if applicable). The app can also help you import your data into tax software applications.

You don't pay until after you review and approve our web application results.