Interactive Brokers

Interactive Brokers (IB) customers can choose TXF Creator to convert stock and option trades to the standard TXF format, which can be imported into tax software TurboTax and TaxCut.

Download Worksheet for Form 8949 from Interactive Brokers

  1. Log into your Interactive Brokers account.
  2. Click on Report Management on the left panel.
  3. Click on Tax Forms on the left panel.
  4. Select Worksheet for Form 8949.
  5. Select CSV as the file format.
  6. Click on View Report.
  7. Save the file with extension .csv.