Wealthsimple 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

Wealthsimple 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 Wealthsimple tax forms, enter your Apex account number (e.g. 8CE12345) in the first field and your social security number in the second field.

1099-B Portable Document Format (PDF)

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


If you have additional or newer information regarding Wealthsimple downloadable files, please email us at support@form8949.com .




Try Then Buy

The Form8949.com 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.