E*Trade (Etrade Securities LLC) Clients

www.etrade.com

At Form8949.com, 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.


E*Trade 1099-B CSV Download

E*Trade (Etrade Securities LLC) provides a downloadable CSV file containing your Form 1099-B information.

Log on to E*Trade

  1. Go to the "Accounts" Menu.
  2. Select the "Portfolios" Tab
  3. On the Portfolios screen, select the "Gains & Losses" Tab
  4. Click the Download arrow in the upper right.

 

In the "Download" pop up window. Select "Expanded View". Click the Download Button

 

A "TaxableGLDownload.csv" file will download to your system. Save the file to your Downloads, Desktop or other folder.


Open Financial Exchange (OFX) Server

E*Trade hosts an OFX server. However, as of March 2021, they restrict access to the server such that we cannot retrieve your data in your behalf.


If you have additional or newer information regarding E*Trade (Etrade Securities LLC) downloadable files, please email us at support@form8949.com .