Trading Direct

Tax Download

1099 Form Electronic Data Import Through Tax Software

1099 form data may now be electronically imported through tax software. Instructions for locating the import links, and how to import data within the tax software, are shown below.

H&R Block Software:
(Using the Deluxe version or higher)
Location of 1099 Import Link:
Top Navigation Tabs: Federal...Income
Specific Pages: Interest Income, Dividends & Distributions, or Sale of Stock page.
Instructions for Importing Data:
Click on Import 1099, or Import Assets. From the drop-down list, select "Trading Direct". Follow on-screen instructions.


TurboTax Software:
(Using the Premier version or higher)
Location of 1099 Import Link:
Top Navigation Tabs: Federal Taxes...Wages & Income
Specific Pages: Let Us Enter your 1099 or Investment Sale Info pages.
Instructions for Importing Data:
From the drop-down list, select "Trading Direct, a division of York Securities, Inc". Follow on-screen instructions.