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Description


1099-B Importer







1099-B Importer is a small, simple, wizard-based application designed to convert the .CSV file provided by your broker into a .TXF file that can be easily imported into your tax software. No need to upload your financial information to an untrusted website; all the software runs on your computer, eliminating the need for Excel or expensive software.



Key Features:



  • Select the .csv file to convert.

  • Specify the column mapping.

  • Use one of the 3 built-in mappings or specify a mapping column by column.

  • All column indexes are 0-based: column 0 is the first column.

  • Cost and Proceeds are for the total cost and proceeds, NOT the per share amounts.

  • Use the checkbox if your broker reports open/close dates instead of buy/sell dates. 1099-B Importer will use the transaction description to determine the buy/sell dates.

  • WARNING: This is an experimental feature; short sales may be imported incorrectly.

  • Select the path of the target .txf file.

  • 1099-B Importer will display a message box for each line that could not be converted. Please review these carefully.



Specifications:



  • Publisher: Binary Wits LLC

  • Price: FREE

  • File Type: .TXF

  • Platform: Windows, Mac




User Reviews for 1099-B Importer 7

  • for 1099-B Importer
    Simple and efficient tool for importing 1099-B data. No need for Excel or uploading to external sites. Great functionality.
    Reviewer profile placeholder Sarah Johnson
  • for 1099-B Importer
    1099-B Importer is a lifesaver! It made converting my broker's .CSV files so easy and quick.
    Reviewer profile placeholder Emily
  • for 1099-B Importer
    I love this app! No need for expensive software, and it's super straightforward to use. Highly recommend!
    Reviewer profile placeholder Jake
  • for 1099-B Importer
    This tool is fantastic! It securely converts my financial data without any hassle. Five stars for sure!
    Reviewer profile placeholder Sophia
  • for 1099-B Importer
    An essential app for tax season! Easy to navigate and keeps my data safe on my computer. Very satisfied!
    Reviewer profile placeholder Michael
  • for 1099-B Importer
    Best app I’ve used for tax imports! The column mapping feature is great, and it works seamlessly.
    Reviewer profile placeholder Olivia
  • for 1099-B Importer
    1099-B Importer makes tax time stress-free. Fast, reliable, and I appreciate the local processing of my info!
    Reviewer profile placeholder David
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