2012 TurboTax or HRBlock
2011 HRBlock At Home
2010 HRBlock or TurboTax
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:
Transactions from Excel to HR Block, TurboTax, etc.
2011 HRBlock At Home 2011 TurboTax 2010
HRBlock or TurboTax
- saves time typing each transaction
- saves errors and error checking time
- stand alone program - does not need to be installed
- unlimited use
- no size limitation
- no cost unless you find it valuable!
2012 TurboTax or HRBlock
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
Barrett Leibe, New Orleans
You now qualify to purchase any Xerox printer or MFP copier from our store, at a 10%
discount from mail-order prices, with free freight. see the mail-order prices at www.Office.Xerox.com
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, sales@SoftExp.net