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Some brokers support CSV download of trade info. If FreeTaxUSA could then upload direct from the customer's PC, maybe ask for help understanding column names,
by everybodyknows 5y ago
Some brokers support CSV download of trade info. If FreeTaxUSA could then upload direct from the customer's PC, maybe ask for help understanding column names, that would be good enough for some of us.
Tangentially, there are all sorts of good reasons for an investor to want a CSV available locally anyway. Analysis of one's misadventures, for a start.
- ghoward 5y agoThank you, I will pass this along.