Comma Separated Values (CSV) file. You can create a .csv file in a text editor or spreadsheet application like MS Excel to save as a .csv file.In newer software, it only supports importing from a
The following instructions are based on an older version including screenshots. but the basics are still very similar in newer software. Here is a screenshot taken in newer software.
First, you need to have a clean .csv or .xls file to import.The .csv or .xls file has clean entries, each row is for one stock/mutual fund buy/sell entry, like the following:
50,JOHNSON & JOHNSON,COM,2012/11/23,"3,333.93","3,317.79",10.15,5.99,
- column 1 - shares
- column 2 - stock name
- column 5 - sell price
- column 6 - buy price, or cost base
- column 7 - commission or expense
Next, add schedule 3 into tax return, and launch import dialog from page 2.
Enter the .csv file location and column specification into the import dialog
Click "Begin Importing" button to import the transactions. The transactions will display in "More Transaction" window.