A Service of iTips
Internet Tax Information Processing Services, Inc

E*Trade (Etrade Securities LLC) Clients

www.etrade.com

At Form8949.com, we help you minimize the time and expense of complying with the tax reporting requirements related to your stock trading activity.

If you use a Tax Pro, you can save your tax preparer time and save tax preparation fees. If you use tax software, we can help you either (1) import your data into H&R Block, TaxAct, or TurboTax or (2) generate a PDF file for attachment to your return.

All for as little as $12.00.

1099-B CSV Download

E*Trade (Etrade Securities LLC) provides a downloadable CSV file containing your Form 1099-B information.

  1. Log on to your ETrade Account.
  2. Go to the Account Menu.
  3. Select the Portfolios Tab
  4. On the Portfolios screen, select the Gains & Losses Tab
  5. Click the download arrow in the upper right.
  6. In the "Download" pop up window. Select "Expanded View". Click the Download Button
  7. A "TaxableGLDownload.csv" file will download to your system.
  8. Save the .csv file to your Downloads, Desktop or other folder.

More info

1099-B Portable Document Format (PDF)

You may download your E*Trade (Etrade Securities LLC) CONSOLIDATED 2021 FORMS 1099 AND DETAILS PDF file and submit it for processing.

Open Financial Exchange (OFX) Server

E*Trade (Etrade Securities LLC) hosts an OFX server. However, they restrict access to the server such that we cannot retrieve your data in your bahalf.

 

If you have additional or newer information regarding E*Trade (Etrade Securities LLC) downloadable files, please email us at support@form8949.com .

 

 

 

Try Then Buy

The Form8949.com app helps you self-prepare your 2024 or prior year Form 8949 and Schedule D (and Form 4797, if applicable). The app can also help you import your data into tax software applications.

You don't pay until after you review and approve our web application results.