Yes. If you're using the Classic, Premium, or Self-Employed package, you can import your stock and investment transactions directly into your return using our CSV upload feature.
This can save time, especially if you have multiple transactions to report. To use the import tool, you'll need to download our CSV template and enter your transaction information using the required format.
What Information Can Be Uploaded?
The CSV template supports the following fields:
- Owner
- Description
- Date Acquired
- Date Sold
- Sales Price
- Cost (Basis)
Description Requirements
The Description field must:
- Contain 3 to 30 characters
- Not include special characters
If your file doesn't meet the required format, the upload may fail and generate an error message.
How Do I Upload My Stock Transactions?
Step 1: Open the Stock Import Tool
- Go to Federal.
- Select Income (Select My Forms).
- Choose Investments.
- Select Upload Stock Transaction CSV.
Step 2: Download the CSV Template
- Select Click here to upload your stock transactions from a CSV file.
- Choose Download CSV Template.
- Save the file to your computer.
- Open the template.
Step 3: Enter Your Transaction Information
The template includes sample entries to help you format your data correctly.
When entering your transactions:
- Follow the formatting shown in the sample rows.
- Verify dates, proceeds, and cost basis amounts.
- Remove the example rows before saving the file.
If any information is entered incorrectly, the system may reject the upload.
Step 4: Upload the Completed File
- Save the completed CSV file to your device.
- Return to the upload screen.
- Drag and drop the file into the upload area, or select the upload box and browse for the file.
- Submit the file.
Once the upload is complete, a message will appear indicating whether the upload was successful or if any errors need to be corrected.
What If I Don't See the Upload Option?
If you can't find the CSV upload feature, verify that you're using a supported product package.
The stock transaction import tool is available only with:
- Classic
- Premium
- Self-Employed
The Free version does not support CSV stock transaction uploads.
Important Things to Know Before Uploading
Multiple Files Are Allowed
You can upload more than one CSV file if needed.
However, if you upload the same file twice, the transactions will be duplicated. The second upload will not replace the original entries.
Some Transactions May Require Manual Entry
The CSV template supports only the fields included in the upload file.
Transactions that require additional information, adjustments, or special reporting may need to be entered manually.
In addition, incomplete rows or blank required fields may prevent transactions from being imported.
Delete All Transactions
The Delete All button removes all stock and capital gain transactions currently saved in your return.
Use this option if you want to start over with a fresh import.
Upload Limits
The stock import feature supports:
- Up to 500 transactions per upload
- Up to 4,994 total capital transactions per return
If you have more than 500 transactions, divide them among multiple CSV files and upload them separately.
Tips for a Successful Upload
Before importing your file:
- Use the program's CSV template.
- Leave the column headings unchanged.
- Remove sample rows before uploading.
- Verify all dates and dollar amounts.
- Check that descriptions meet the formatting requirements.
- Save the file in CSV format before uploading.
Taking a few minutes to review the file can help prevent upload errors and reduce cleanup later.