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Excel2TXF for Windows

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Editors’ Review

Download.com staff
This utility converts broker Excel capital gains data to TXF files. It enables direct import into TurboTax and H&R Block At Home, simplifying tax preparation for traders.
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Excel2TXF 0/1

  • Pros

    • Converts broker Excel capital gains to TXF files.
    • Enables direct import into TurboTax and H&R Block.
    • Supports data from most major brokerage firms.
    • Matches individual buy and sell trades for gain/loss.
    • Consolidates trades to bypass tax software import limits.

  • Cons

    • Limited to Excel file input format.
    • Outputs only in TXF file format.
    • Supports only capital gains transactions.
    • Designed for TurboTax and H&R Block only.
    • Broker support is limited to a specific list.
Icon of program: Excel2TXF

Excel2TXF for Windows

Download now

Used Excel2TXF for Windows?

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Full Specifications

GENERAL
Release
Latest update
Version
3.40
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows 2000
  • Windows 8
  • Windows 7
  • Windows XP
  • Windows 10
  • Windows Vista
Additional Requirements
Microsoft Excel 2000 or newer
POPULARITY
Total Downloads
2,002
Downloads Last Week
20
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User Reviews

5/5

1 User Votes

Developer’s Description

By InvestoTek
Convert Excel files from your broker to TXF files for importing into TurboTax and H&R Block At Home.
This handy little utility will convert your capital gains transactions from an Excel file (which most brokers offer for download) to a TXF file, which you can import directly TurboTax and H&R Block At Home. This utility works with data from most brokers such as Etrade, Fidelity, Interactive Brokers, OptionsXpress, and many, many others. Visit the following link for a list of all supported brokers: http://www.investotek.com/brokers.htm The software includes options to match up individual buy and sell trades for brokers that don't provide a gain/loss download, options to consolidate trading activity for active traders to get under the import limits (both TurboTax and H&R Block limit the number of imported trades), and an option to add wash sale adjustments.
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