A Service of ITIPS
Internet Tax Information Processing Services, Inc

Form 8949 for ATX Tax Software

For as little as $18.00, you can convert a downloaded broker 1099-B or 1099-DA data file to a CSV (comma separated value) file for import into ATX tax software

Tax professionals can get 50% to 67% off regular processing fees. Learn how.

For import steps, see the video "ATX - Importing Data" from CCH Small Firm Services on Vimeo.

Download CCH ATX Instructions (PDF)

Import Screen
Browse to File, Align Columns
Review Imported Data

If any of the above information is not up-to-date, notify support@form8949.com and we will update our app within one business day.