Handle your wash sales and generator your Schedule D

To export the trade data from TradeMax to TaxAct, there are two steps required:

Step 1: Export Trade Data from TradeMax

Step 2: Import Data into TaxAct Online Version

Follow the instructions below to export trade data from TradeMax then import the data into TaxAct.

Step 1: Export Trade Data from TradeMax

The following will show you how to export trade data from TradeMax:

1. Run TradeMax, Click the specific account and select the specific finance year.
2. Right click specific Finance Year (e.g. FY2009), a drop-down list pops up:
3. Select TaxAct Export option, a dialog box appears as below:
4. Save your data into specific directory.

Step 2: Import Data into TaxAct

Follow the steps below to import your TradeMax generated CSV file into TaxACT® Online version:

1. Log in your TaxACT® 2009 Online Deluxe account.
2. Select the Federal Q&A tab.



3. Select Gain or loss on the sale of investments from the Investment Income menu.
4. Select Import from a brokerage provider.
5. Click Import CSV File.



6. Click the Browse button and choose the CSV/XLS file you want to upload.
7. Click Continue to upload and import your trade data..
8. TaxACT® will require you to match the column header data in the file as shown in the images below. If the columns are perfectly matched, click Next.
9. TaxAct provides you with flexible choices to import the data, you can either tick the left check-box of Import to import all rows, or click the check-box of specific rows to import the rows you need.
10. Click OK when prompted.
11. Leave the top two rows unchecked, click Next to continue.Note: TaxACT® will now allow you to choose the owner of the data, ifnecessary. Click Next to continue.
12. TaxACT® will display all data found in the CSV file, click Import.
13. Click Close after your successful importing.
14. Click Income under the Federal Q&A tab to review the import result.