TraderFyles Help Center

• Getting Started
• What Are Sales Proceeds?
• What are Adjustments?
• How to Add Additional Accounts to Exisiting Tax Reports
• I'm not seeing my file when I try to input it into TraderFyles

• How To Use 1099-B Match
• How To Generate A Tax Form

• How To Import Trade History Using TraderFyles Formatted CSV
• How To Use Audit My Broker

• How to Choose Between 1099-B Match vs. Audit My Broker Tax Reports

• What to Do With My Tax forms
• What Tax Forms Are Available for Download

• Pricing Details
• How to Request a Refund

• Attaching a summary statement to Schedule D/Form 8949 in ProConnect
• Using The Tax Professional Dashboard

• How To Export Trade History From Robinhood
• How To Export Trade History From TD Ameritrade
• How To Export Trade History From Fidelity
• How To Export Trade History From Interactive Brokers
• How To Export Trade History From Merrill
• How To Export Trade History From E*Trade
• How To Export Trade History From Schwab
• How To Export Trade History From Binance & BinanceUS
• How To Export Trade History From Tradestation Clearing
• How to Export Trade History From Tastyworks

Browse all articles

• How To File Your Trades With Turbo Tax
• What To Do If You Have Over 10,000 Transactions For TurboTax