UStockTrade 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

UStockTrade provides a downloadable CSV file containing your Form 1099-B information.

  1. Login to your UStockTrade account.
  2. Click the "Side Menu" icon which is all the way to the right in the top status bar.
  3. The Side Menu will reveal several menu headings which are drop down boxes.
  4. Find "Statements" and click the drop down arrow to the right to reveal 3 Tabs marked "Trade Confirmation", "Account Statement" and "Tax Form."
  5. Click the Tax Form tab to show the latest available statements which should include "1099Consolidate" PDF and "1099B" in CSV format.
  6. Click the "Download CSV" link to the right of the form to start download.

1099-B Portable Document Format (PDF)

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


If you have additional or newer information regarding UStockTrade 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.