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ypsiCPA

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ypsiCPA

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Re: None

Wednesday, 02/02/2011 9:56:01 AM

Wednesday, February 02, 2011 9:56:01 AM

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Exporting Stock Sales from TD Ameritrade

1. Log into TD Ameritrade
2. Accounts | Gain/Loss
3. Under the Realized Gain/Loss tab, YTD
4. Change tax year to 2010
5. View
6. At top right, "Export data"
7. Save (to desktop)
8. xls file contains transaction details, suitable for e-mailing to preparer
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