Importing tax info via Investotek?

Discussion in 'Retail Brokers' started by Btruck, Apr 1, 2008.

  1. Btruck

    Btruck

    Has anyone tried this service. It looks like it converts your Excel into a txf file that can then be imported into Turbotax etc...

    It supports IB, and is only $5



    http://www.investotek.com/index.htm

    Has anyone had success with this? Comments would be great Thanks
     
  2. Btruck

    Btruck

    Ok, I ran the free trial which allows you to convert 2 transactions to make sure everything works well. It works great. I spent the $5 on the converter and transfered over 600 trades into Turbotax. It was so easy and smooth. Such a great product and only 5 bucks.