Download Realized Gain/Loss From TD Ameritrade

1. Log into your TD Ameritrade account.
2. Click on Portfolio & Accounts.
3. Click on History & Statements.
4. Click on Tax Center.
5. Click on the link for the tax year in the Realized Gain/Loss Report section. This will open a window that shows your Realized Gain/Loss report.
6. Choose the file type, CSV or Excel.
7. Click on the Download button.
8. Save the download as a .csv file.