Broker 1099-B Data in XLS Format


XLS: Microsoft Excel format. Data is presented in cells arranged in rows and columns. As with CSV, there is no standard XLS format for 1099-B data. Each broker uses a different proprietary approach. As such, our app needs to provide custom code to read and process these files.

List of XLS and XLSX Files Processed by

  1. Capital Markets Elite Group
  2. Edward Jones
  3. Lending Club
  4. Wealthfront