2012 TurboTax or HRBlock

2011 HRBlock At Home   

2011 TurboTax   

2010 HRBlock or TurboTax

sample.xls file

sample.csv file

sample.txf file

faq (frequently asked questions)




We also offer to convert your broker 1099 reports (paper or digital) to an Excel file for $1. per page. Just email them to:


























Import Stock Transactions from Excel to HR Block, TurboTax, etc.

The program converts a spreadsheet file (Excel) to a Tax Exchange Format file (.txf) that can be imported to TaxCut, TurboTax, etc.

Start with a spreadsheet file (Excel .xls) of your stock transactions for the year.

The first 9 columns must be: Quantity, Symbol, Description, Broker Name, Date Purchased, Date Sold, Price Sold, Price Bought, Wash Sale

Any of the column fields may be blank. If you included a header line, it can be deleted later. Be sure there are no commas ',' in the fields.

Then save the spreadsheet (Excel) to .cvs (comma delimited file) Limit the name to 8 characters or less not including the '.csv'.
This can be done in Excel by clicking:
       File -> Save As -> type -> CSV (comma delimited) (*.csv)

Then run this program Excel2Tax.exe by double-clicking it in Windows Explorer. Make sure the .csv file is in the same directory. The .txf file is created with the same name.

The license is "freeware*", but If you find the program valuable, you'll want to send $10 by credit card or PayPal. Click Here.

Thank you,

Barrett Leibe, New Orleans

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Software Express
2020 N. Causeway Blvd., Mandeville, LA 70471

* The "freeware" license:   Excel2Tax.exe standalone program to convert an Excel spreadsheet to a TXF file that can be imported to a tax preparation program. Copyright (C) <2011> <Barrett Leibe>

This license does not grant you the right to sublicense or distribute the Software. This agreement does not permit you to install or Use the Software on a computer file server. You shall not modify, adapt, translate, or create derivative works based upon the Software. You shall not reverse engineer, decompile, disassemble, or otherwise attempt to discover the source code of the Software.

Excel2Tax is provided as freeware, but only for private, non-commercial use (that means at home). Excel2Tax is free for educational use (schools, universities and libraries) and for use in charity or humanitarian organizations. You may not distribute, rent, sub-license or otherwise make available to others the Software or documentation or copies thereof, except as expressly permitted in this License without prior written consent from Excel2Tax (Polygon Industries, Inc.). You may not modify, de-compile, disassemble or reverse engineer the Software."

This program is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; Without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.

If you would like to use Excel2Tax as a commercial company or for commercial use, You may purchase it for $5. for each PC computer or network user from Software Express, Inc., 2401 N. Hwy. 190, Covington, LA 70433, 504-451-5721,