A 1099-B with dozens or hundreds of sales arrives as a PDF, and Excel will not open it as rows. Upload the form and BankXLSX pulls every transaction into clean columns: description, date acquired, date sold, proceeds, cost basis, and gain or loss. Built so CPAs, tax preparers, and investors can total a Schedule D, build Form 8949, or import a CSV into TaxAct or TaxSlayer in minutes. Start free, no credit card.
Last updated June 2026
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Download the 1099 or 1099-B as a PDF from your broker or payer and upload it to BankXLSX. The converter reads each section and writes the data into its own columns, so a 1099-B becomes one row per sale with description, date acquired, date sold, proceeds, cost basis, and gain or loss. You get an Excel or CSV file in under a minute, ready to total for Schedule D, fill Form 8949, or import into TaxAct or TaxSlayer. BankXLSX extracts the figures exactly as printed on the form; it does not create or change a 1099.
A 1099 is a designed PDF, not a data file. A 1099-B can list hundreds of trades in a tight table, and the figures the IRS wants on Form 8949 are spread across boxes that copy into Excel as a scramble. Here is what slows people down at tax time.
An active trading account can produce a 1099-B running to dozens of pages, and keying every sale into a spreadsheet by hand is slow and easy to fumble.
Paste a 1099-B sales table out of a PDF and the proceeds, cost basis, and dates collapse into one cell or shift a row, so the gain column never totals.
A broker download often leaves out wash sales or noncovered lots that appear on the official 1099-B PDF, so the file you import does not match the form the IRS already has.
Schwab, Fidelity, Vanguard, Robinhood, and E*TRADE each lay out the 1099-B their own way, so a template built for one breaks on the next.
Description, date acquired, date sold, proceeds, cost basis, code, and adjustment each belong in their own field, but on the PDF they sit packed into a printed grid.
A consolidated 1099 bundles 1099-B, 1099-INT, 1099-DIV, and 1099-OID together, and the numbers you need for each schedule are buried in different sections.
Upload the PDF and the converter reads the form layout, then writes each sale and each reported amount into spreadsheet columns you can sort, total, and import right away.
A 1099-B becomes one line per transaction with description, date acquired, date sold, proceeds, cost basis, and gain or loss in their own columns so Schedule D totals in a formula.
The columns line up with Form 8949: description of property, dates, proceeds, basis, and the short-term or long-term reporting category, so transferring totals is quick.
Pull amounts from 1099-B, 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, and 1099-K into rows, including the consolidated brokerage 1099 that bundles several together.
Output a clean CSV you can import into TaxAct or TaxSlayer instead of typing every trade, or a TXF-ready sheet to bring into other tax software.
Download a real .xlsx workbook to total and review in, or a flat CSV ready to load into tax software or your tax-prep workpapers.
256-bit encryption in transit, and you can delete your uploaded files whenever you want, which matters for a document full of account and tax data.
No software to install and no credit card to start.
Save the 1099 or consolidated 1099-B from your broker portal, payer, or tax-document email. Scanned and image only PDFs work too.
Tip: Use the official 1099-B, not the broker activity CSV.
Drag the document into the box above. The converter reads each sale and each reported amount and writes them to rows.
Tip: A multi-page 1099-B is fine.
Save the result as XLSX or CSV and total it for Schedule D, fill Form 8949, or import it into your tax software.
Tip: Columns are ready to sum and reconcile.
1099 data feeds tax returns, so the people converting it are usually preparing a return, reconciling capital gains, or pulling reportable income into the books.
Turn a client 1099-B with hundreds of trades into a totaled Schedule D workpaper, and pull consolidated 1099 amounts into the return without retyping a single line.
Convert your own 1099-B into Excel to verify gains, reconcile against your trade log, and import the sales into TaxAct or TaxSlayer.
Record contractor 1099-NEC and 1099-MISC payments into QuickBooks or the general ledger from structured rows instead of keying each form.
Pull 1099 income totals into a spreadsheet to document a self-employed or investment-income borrower alongside their bank statements.
A 1099-B is the form your broker sends and files with the IRS, and for an account with any real activity it can run to hundreds of sales across dozens of pages. The figures the IRS wants on Form 8949 and Schedule D, proceeds, cost basis, and gain or loss for each lot, are all there, but they sit in a printed table that does not survive a copy and paste. Converting the 1099-B turns every sale into a row you can total in one formula, which is the difference between retyping a trading year by hand and a one minute upload. For a tax preparer that means a client packet becomes a clean workpaper instead of an afternoon of data entry.
BankXLSX reads the standard 1099-B layout and writes each field into the columns Form 8949 expects. The table below shows how the boxes on the form map to your spreadsheet.
| 1099-B box | What it holds | Form 8949 column |
|---|---|---|
| Box 1a | Description of property, such as 100 sh. AAPL | (a) Description |
| Box 1b | Date acquired | (b) Date acquired |
| Box 1c | Date sold or disposed | (c) Date sold |
| Box 1d | Proceeds from the sale | (d) Proceeds |
| Box 1e | Cost or other basis | (e) Cost or other basis |
| Box 1f / 1g | Wash sale and other adjustments | (f) Code and (g) Adjustment |
Most brokers offer a CSV download, and for a simple account it can be enough. The catch is that the export and the official 1099-B PDF do not always match: a broker file can drop noncovered lots, leave out wash sale adjustments, or split the year in a way that no longer ties to the form the IRS already received. Tax software vendors warn you to compare the CSV against the 1099-B and add any missing transactions before importing, because the IRS matches your return to the filed form, not to your download. Converting the 1099-B PDF itself sidesteps that reconciliation, since the rows come straight off the document the IRS has.
Form 8949 splits sales into six reporting categories, three short-term and three long-term, based on whether you held the asset more than a year and whether the broker reported cost basis to the IRS. Covered lots, where basis was reported, go in categories A and D; noncovered lots, where it was not, go in B and E; and sales with no 1099-B at all go in C and F. When the converter pulls the holding period and the covered or noncovered flag from the 1099-B, you can sort the spreadsheet by category and total each box, which is exactly the breakdown Schedule D needs.
TaxAct and TaxSlayer both let you import a CSV of stock sales instead of typing each one, which is the fast path for a 1099-B with more than a handful of trades. The usual requirement is one row per sale with the description, dates, proceeds, basis, and a reporting category, and dates entered cleanly so the software reads them. Convert the 1099-B to CSV here, line the columns up with your software template, and import. TurboTax is stricter, since it accepts a TXF file or a current-year broker connection rather than an arbitrary CSV, so for older years or an unsupported broker the converted spreadsheet gives you a clean base to build the TXF or to enter summary totals from. If you also need to reconcile against the brokerage account itself, convert the year-end detail with the brokerage statement to Excel converter.
Not every 1099 is a 1099-B. A consolidated brokerage 1099 also carries 1099-INT interest, 1099-DIV dividends, and 1099-OID, while a contractor receives a 1099-NEC and a marketplace seller a 1099-K. The converter pulls the reported amounts from each into rows, so a bookkeeper recording contractor pay or a preparer entering interest and dividends works from a spreadsheet instead of the form. For payroll documents that sit next to these at tax time, the pay stub, W-2, and 1099 to Excel converter handles the wage side, and lenders building a self-employed income file pair 1099 totals with the bank statement converter for lenders.
Once the 1099 figures are in Excel, moving them on is quick. Bookkeepers posting contractor 1099 payments into QuickBooks Online can turn an exported file into an importable QBO with a CSV to QBO converter. For any other tax or financial PDF you need as a sheet, a general PDF to Excel converter handles reports and tables, and a tax firm processing 1099s at volume can extract them with enterprise document OCR.
Download the 1099 or 1099-B as a PDF from your broker or payer and upload it to BankXLSX. The converter reads each sale and reported amount and writes them into their own columns, then lets you download an XLSX or CSV ready to total for Schedule D, fill Form 8949, or import into your tax software.
Yes. The converter turns a 1099-B into one row per sale with description, date acquired, date sold, proceeds, cost basis, and gain or loss. That is the layout TaxAct and TaxSlayer expect for a stock-sale CSV import, so you can load the trades instead of typing each one. Line the columns up with your software template before importing.
Yes. A multi-page 1099-B from an active account converts into one spreadsheet with every sale on its own row. That is the case the tool is built for, since keying hundreds of trades by hand is where 1099-B data entry goes wrong and where a clean conversion saves the most time.
A broker CSV often leaves out wash sales or noncovered lots that appear on the official 1099-B PDF, so it may not match the form the IRS already has. Tax software vendors tell you to compare the CSV against the 1099-B and add missing rows first. Converting the 1099-B PDF directly avoids that reconciliation because the rows come off the filed form.
Yes. A consolidated 1099 bundles 1099-B, 1099-INT, 1099-DIV, and 1099-OID into one packet. The converter pulls the reported amounts from each section into rows, so you can total the sales for Schedule D and pick up interest and dividend figures for the rest of the return from the same spreadsheet.
TurboTax does not accept an arbitrary CSV; it imports a TXF file or a current-year broker connection. For an older year or an unsupported broker, the converted spreadsheet gives you a clean base to build a TXF or to enter the short-term and long-term summary totals by category, which TurboTax does allow.
Yes. Upload a 1099-NEC or 1099-MISC to pull the payer, recipient, and compensation amounts into columns, or a 1099-K to pull the gross payment totals. Bookkeepers use this to record contractor pay and marketplace income into the books from structured rows instead of retyping each form.
Uploads use 256-bit encryption in transit, you can delete your files at any time, and your tax data is never resold or shared. The conversion runs without installing anything, so the form stays under your control while it is processed, which matters for a document carrying account and Social Security numbers.
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