Titan Invest Clients
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.
Open Financial Exchange (OFX) Server
Titan Invest hosts an OFX server from which your 1099-B realized gain and loss information may be retrieved by our program.
To retrieve information from their server, you will need the following information:
- Apex Account Number
- Social Security Number
Regarding the above, they indicate:
To import your Titan Invest tax forms, enter your Apex account number (e.g. 5YA12345) in the first field and your social security number in the second field.
1099-B Portable Document Format (PDF)
You may download your Titan Invest Form 1099 Composite PDF file and submit it for processing.
If you have additional or newer information regarding Titan Invest downloadable files, please email us at support@form8949.com .