CSV to TurboTax Conversion

Easily convert your CSV file to a TurboTax TXF file.

Creating TXF files for FREE since October 2013

last update: 01.15.25

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INSTRUCTIONS

You will need a
CSV file
exported from your financial institution or one that you have created. The file may contain extra columns but, it must contain the following columns. The columns names can also be different but the values should match the intent.

Opening Date
date the position was open
Opening Net Amount
The net proceeds or cost to open the position

Closing Date
date the position was closed
Closing Net Amount
The net proceeds or cost to close the position

Symbol
symbol the uniquely describes the asset
Quantity
The quantity of the asset

You can also optionally use

"various"

for any dates in cases where there are several dates associated with the transaction. When doing so you should also add a column to distinguish

"long term"

transactions or they will be treated as short term.