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