Scottrade


TXF DOWNLOAD INSTRUCTIONS

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

ACTIVE TRADERS: If you have more transactions than can be returned by the Scottrade OFX server, use this processing option.

  1. Log on to your Scottrade Account.
  2. Go to the Scottrade MyAccount | Gain/Loss & Tax Center | Tax Reports tab.
  3. Select Tax Year 20XX, then click the GO button.
  4. Save the downloaded TXF file to your desktop or other folder on your computer.

The above is now obsolete information. We are told that Scottrade customers can get their trade data sent to them in TXF form by contacting TDAmeritrade and asking to be connected to the Scottrade Tax Center.





Please email us at support@form8949.com with new information if any of the above is out-of-date or incomplete.