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Follow these steps:- ClickChoose CSV Fileto pick your .CSV file to upload
- ClickConvertand if prompted select "save to file".
- Importthe downloaded TXF file in TurboTax.
(headers are optional):
Symbol | Quantity | Opening Date | Opening Net Amount | Closing Date | Closing Net Amount |
AAPL | 100 | 10/01/2018 | $21895.50 | 11/15/2018 | 30125.25 |
Important: Make sure you save as a CSV file with a .csv file extension. You can use Excel , Google Sheets or OpenOffice to rearrange columns if needed and save as a new .csv file.