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
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:
UBS Account Number (no spaces)
Document ID (top of your tax form, no spaces)
Regarding the above, they indicate:
Use your UBS Account Number and Document ID (top right corner of your tax form) found on your UBS tax form to download your information. Enter this information without spaces.
1099-B Portable Document Format (PDF)
For tax year 2021, you may download your UBS
file and submit it for processing.
If you have additional or newer information regarding
UBS downloadable files,
please email us at