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ypsiCPA

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ypsiCPA

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Re: None

Monday, 02/06/2012 9:43:57 PM

Monday, February 06, 2012 9:43:57 PM

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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 2011
5. View
6. At top right, "Export data"
7. Save (to desktop)
8. xlsx file contains transaction details, suitable for e-mailing to preparer
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