National Financial Services 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.

1099-B CSV Download

National Financial Services provides a downloadable CSV file containing your Form 1099-B information.

Go to
Sign in
Go to "Accounts"
Click on your account number
Click on the Documents tab
Click on the Tax Documents tab
From the list of tax documents for the year, click on the CSV link.

1099-B Portable Document Format (PDF)

For tax year 2021, you may download your National Financial Services Form 1099-B PDF file and submit it for processing.


If you have additional or newer information regarding National Financial Services 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.