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Exporting Stock Sales from TD Ameritrade

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ypsiCPA Member Level  Monday, 02/06/12 09:43:57 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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