export trade data |Form 8949 Capital Gain & Wash Sales calculator software

Export trade data from 1 account to another

Q:How do I export the baseline or trade data  from 1 account in 1 file to an account in another file?

For example you want to transfer fy2013’s baseline to another tmx file

A)Export trade data from one account
You can select your broker tree view,goto fy2013->baseline view,right click the mouse.
In context menu select “export trades as csv file”,
Select target folder and input filename to create your filename.csv
export trades as csv file

export trade data as csv file

B)Import trade data from trademax csv file
Open another tmx file,

Goto the new broker’s fy2013,right click the menu
for baseline import use “import baseline”  function.
for normal trade use “import trade” function
Select import->import baseline or import trade function
In import dialog box select import from local file,then select the filename.csv
TradeMax will auto detect the csv file to import.

If I want to upload several short-term trades on Schedule D(Not Schedule D-1) – How can I do this and efile with this?

If I want to upload short-term trades on Schedule D(not Schedule D -1) How can I do this and efile with this?

You can manually enter the short-term trades into TradeMax and then Export a TXF file to software which support Schedule D to generate schedule D.

Alternately generate a Schedule D-1 form in TradeMax based on the short-term trades data and then number this report as an attachment to Efile with Schedule D.

Page 1 of 11

Copyright © 2008-2016 Neutral Trend Inc. All Rights Reserved.