Export to CompleteTax

Considerations

Use this page to import Schedule D information from GainsKeeper.

 

Procedure

  1. On the List of Your Stock/Bond or Other Investment Sales page, click the Import Stock/Bond Sales button. For further details, click the Help for this page link on the right side of the page.

  2. To import your transaction data into CompleteTax, click the appropriate import button on the Import Stock/Bond Sales page. Follow the simple instructions to import your information.

Note: GainsKeeper is listed on the Import Stock/Bond Sales page, enabling you to safely and seamlessly import your stocks and bonds transaction data into the CompleteTax program.