How to Import a TXF From Scottrade to TurboTax
- 1). Open the Scottrade website, and log in to your account using your account number and password. Select "Home Page" from the "Start Page" dropdown menu. Click "Log In."
- 2). Select "Gain/Loss & Tax Center" from the menu options.
- 3). Select the "Tax Reports" tab, and scroll down to pick the year of the tax report you want to generate from the “Year” drop-down menu.
- 4). Check “TXF Export” for “Download Type” and click “Go.”
- 5). Click “Save” in the “File Download” box that opens. Enter a file name for the TXF data, and navigate to the desired location where you want to save your file. Click "Save."
- 6). Open your TurboTax software.
- 7). Open your TurboTax software.
- 8). Select "File" from the main navigation menu and scroll down to "Import" and to the right to "Accounting Software."
- 9). Select and highlight "Other Financial Software (TXF file)" from the list of options. Click "Continue."
- 10
Select the "Browse" button to navigate to the location of your saved Scottrade TXF file. Click "Continue." - 11
Check the “Tax Information” box and click "Import Now."
