Export Form 8949 and Schedule D Data to Tax Preparation Products

Considerations

Use this page to export Form 8949 and Schedule D data to tax preparation products. Select Export Data from the Tax Center tab in GainsKeeper. From this tab, you can do one of the following:

• Export Form 8949 or Schedule D in OFX Format

• Export Form 8949 or Schedule D in TFX format

• View and print Form 8949 or Schedule D in PDF format

• Convert and save the Form 8949 or Schedule D files in TXT format

• Download the report data to an Excel file that can be saved outside of GainsKeeper

Example

Below is an example of the Export to Tax Preparation Products page in GainsKeeper: