TaxSlayer Integration


YouTube Channel:

Users of who use TaxSlayer for tax prep have the following integration options:

Enter Detail Transactions

Complete the "Capital Gains Transaction" screen (see below) for each transaction.

Enter Summary Transactions

Complete this screen for each summary transaction.

To indicate this is a summary transaction, check the "Reporting Multiple Transactions on a Single Row" box.

CSV Input

Import Detail Transactions

You may upload a CSV file of transaction data.

CSV Available
CSV Upload

However, the CSV template does not provide for:

  • transactions with adjustments
  • transactions for which basis was not reported to IRS (Form 8949 Copy B, E)
  • transactions not reported on 1099-B (Form 8949 Copy C, F)
CSV Upload

Import Summary Transactions

This option is NOT AVAILABLE.

Attach Form 8949 Statement

This option does not appear to be available.

If you have more up-to-date information, please email