IB Schedule D now available in Excel format

Discussion in 'Professional Trading' started by Btruck, Apr 1, 2008.

  1. Btruck


    Schedule D worksheet now available in Excel format.

    Hope this is not a repost!
  2. for those of you who use IB, like myself, I was wondering what tax filing software or online service is very easy to import IB Schedule D information to?

    I had previously use TaxACT online, but this doesn't allow me to import from anything except gainskeeper, which obviously IB doesn't natively support like Ameritrade. So, what ya IB users using ??? =]
  3. Arnie


    I did mine with TaxCut. I just printed out the pages from the IB website (in the Scheduel D format) and added them to the printed out form from the software. You will need to over ride the software and plug in the totals on the first page of the Schedule D. Sure beats having to import or manually enter all those trades.
  4. Btruck


    I used Investotek, which is just a file conversion program that allowed me to import my trades directly into TurboTax. It worked very well.


    But now since I have 38 pages of trades Turbotax won't allow me to e-file so I have to send it via mail. Anyone know of a work around?
  5. Bowgett


    The only workaround I know is FedEx instead of USPS.
  6. Btruck


    I agree, looks like that's the only choice.