Starting in 2023, TaxSlayer partnered with MeasureOne to allow for customers using the Classic, Premium, or Self-Employed package to import their current year capital gains and losses.
Where do I import at?
To import your capital transactions, please follow the steps below.
- Login to TaxSlayer
- Access your return
- Federal
- Income
- Investments
- Stocks, Mutual Funds, Cryptocurrency, Collectibles, etc.
- Choose to "Import my sales" then press continue
After choosing to import your sales, it will ask you to login to your brokerage account. After you enter your brokerage account's login credentials, your brokerage account will text you a code that you will be required to enter. After you enter the code you will receive a message stating that your data has been requested from your brokerage account. Once your request is complete, your data will be imported and you will receive an email notifying you.
Can I import my prior year capital gains?
No. The MeasureOne import feature is only available for current year federal tax returns.
What if I do not have an online brokerage account?
If you don't have an online brokerage you will not be able to use MeasureOne to import your 1099-B. However, you still have the opportunity to upload your 1099-B with MeasureOne. When asked to login to your brokerage account, select "Upload documents instead." Next, select Add Document to choose your 1099-B PDF from the files on your device and upload it.