TXF Creator User Reviews
Excellent
Results 1-3 of 3
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"Makes Form 8949 a breeze"
Version: TXF Creator 4.0
Pros
Easy intuitive interface
4 ways to import data using OFX, QIF, QFX or CSV
Combines daily trades to reduce line items
Best price
Output in TXF or PDFCons
Didn't find any
Summary
Great software. Easy to use, simple elegant interface and best of all it works!
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"Excellant easy to use product for active traders."
Version: TXF Creator 4.0
Pros
A big time saver.
Cons
none really
Summary
I had an error message downloading a TXF file on Interactive Brokers site because of a coding on Column B of my 8949 form showing all my stock transactions for 2011. Interactive Broker clients with a code such as B, T or O etc. listed on form 8949 will not have access to the TXF file so that put me in a big bind until I discovered by web search TXF creator. I downloaded the CSV file instead as instructed with TXF creator and then the software did an easy conversion to the TXF format for Turbo Tax. It worked like a charm except for a negative number on one wash sale which many people will not encounter. I simply made an adjustment to zero as requested by Turbo Tax since I can't deduct the loss I had due to the wash sale. I think this is a Turbo Tax issue and not TXF creator but it was a quick fix in TT. Other than that, I highly recommend this program. It worked fast and easy with thanks to the simple but concise instructions for Interactive Brokers. It is a great time saver and priced reasonably.
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"Great way to convert CSV data files into Form 8949"
Version: TXF Creator 4.0
Pros
Let's face it, the alternative is to manually enter data for possibly long list of trades on interactive Form 8949 PDF provided by IRS and who has time for that?
Responsive support team, that fixed up minor glitch I encountered with IB's data file and went extra mile to send me completed Form 8949 PDFs. Sweet!Cons
Some help files might be useful
Summary
Excellently priced and good, effective software utility to work with CSV files provided by broker and render tax-ready PDF of Form 8949, just what the IRS commanded us to do!
Results 1-3 of 3
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