How to Import Trades into TurboTax Desktop with a TXF File

TurboTax desktop can import all of your stock sales at once from a TXF file — if you have one. Here's how to get from your broker's export to a finished Schedule D without typing a single trade.

Why TXF import beats manual entry

Each sale on Form 8949 needs a description, dates, proceeds, and cost basis. With dozens or hundreds of lots, manual entry takes hours and invites typos. A TXF file carries all of it in one import: File → Import → From Accounting Software → Other Financial Software (TXF) in TurboTax desktop.

Get your trades out of the broker

Download either your broker's CSV export (activity, history, or realized gains report) or your PDF account statement. Upload it to the converter — every sale becomes a structured row with trade date, symbol, quantity, cost basis, and proceeds.

Convert and import

Download the .txf file and import it in TurboTax desktop. Review the imported records — especially holding period, since statements rarely include per-lot acquisition dates — then let TurboTax build Schedule D and Form 8949 from them.

Using TurboTax Online instead?

Online editions don't accept TXF. Use the Form 8949 CSV export instead: enter summary totals per category in TurboTax Online and keep the detailed CSV as your supporting statement, or switch to the desktop edition to import directly.

Convert your broker file now

Free — upload a PDF or image and download a clean spreadsheet.

Open the converter →