Folio Investing 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.


Folio Investing 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. From the log in screen, go to 'Filing Cabinet'
  2. Under the heading 'Statements, Confirms, & Tax Documents', choose your Tax Year, then under the heading 'Year End Documents', select the option 'For Capital Gains and Losses click here' (This will take you to the download center for your tax information.)
  3. Select your specific account under the 'Choose Account' selector, select the Tax Year again under the 'Select the Year you would like to download' selector, then click the 'Refresh' button.
  4. Under the heading 'Tax Software File (.txf)', select the 'Download' option. Select the destination folder on your hard drive to save the info.
  5. Repeat steps 3 and 4 for each account within

1099-B Portable Document Format (PDF)

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


If you have additional or newer information regarding Folio Investing 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.