Capital Markets Elite Group 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.


Capital Markets Elite Group provides a downloadable spreadsheet file containing your realized gain and loss information.

  • Select "Reports"
  • Select Report: "Trades"
  • Select Date Range
  • Click "Export to Excel"
  • Open with Excel and re-save.

See the screen shot below.

Capital Markets Elite Group Download Screen


If you have additional or newer information regarding Capital Markets Elite Group downloadable files, please email us at .

Try Then Buy

The app helps you self-prepare your 2021 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.