HV Ken Posted February 1, 2010 Report Share Posted February 1, 2010 Has anyone been able to import Schedule D data from a csv file? I have a csv file, but when it comes up in the menu to allocate the columns, all the data is placed into one column. I suspect my csv file is not formatted properly, but can't figure it out. Have been on with customer "support" for over 30 minutes now. The person I am working with has no idea about this function but I can't get past her to someone who actually knows something.... I'd like to hear from someone who had success and maybe see what a working csv file looks like. Thanks! Quote Link to comment Share on other sites More sharing options...
Gail in Virginia Posted February 1, 2010 Report Share Posted February 1, 2010 You might try importing your .csv file into a spreadsheet in excel just to see if it works the way a csv file is supposed to. Quote Link to comment Share on other sites More sharing options...
HV Ken Posted February 1, 2010 Author Report Share Posted February 1, 2010 Finally got it to work. Here are the steps I followed. I am hoping either someone can suggest a better way, or at least what I found will help someone else! This is for etrade. Trading & Portfolios tab Portfolios Gains & Losses tab You will be in "Realized Gains/Losses". Set the Start Date and End Date for tax year, or use the Tax Year box; submit Click on Download and save to file (File-1). This will be a worksheet format. Open this file (File-1) in excel. It will appear as a comma-delimited file, with each row being complete in one column. Save this as a text file (File-2). Take this file (File-2) into notepad and remove the double quotes that are at the front and end of each line. Save File-2. Enter Excel, open a new workbook and import File-2. Data -> Import External Data -> Import Data and select the text version. Now you are in the Text Import Wizard - Step 1 of 3. click next to Step 2 of 3. Change the Delimiters from Tab to Comma Next; Finish Save as csv file voila! you now have an excel file you can read in the new Import Schedule D Data process. Once I figured this out, I can do this in less than 5 minutes. I used this to import a client who had 74 trades. Now that I have this down, it will go much smoother. There just must be a way to eliminate some of these steps, but I am already better than I was before! YMMV Quote Link to comment Share on other sites More sharing options...
jasdlm Posted February 1, 2010 Report Share Posted February 1, 2010 Hmmm . . . I downloaded one from Fidelity. It downloaded as an Excel file. I did a 'save as .csv' file, and it uploaded into the schedule D with absolutely no problems. I wonder if it will be different for each fund company. Quote Link to comment Share on other sites More sharing options...
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