Free online 1099-B to CSV converter for Fidelity, Robinhood, Charles Schwab, and Morgan Stanley. Upload your 1099 tax form PDF and get a clean CSV instantly — ready for TurboTax, Excel, Schedule D, or your CPA.
Works with Fidelity 1099-B tax reporting statements, Robinhood consolidated Form 1099, Charles Schwab 1099 composite forms, and Morgan Stanley stock plan account 1099-B. Extracts stock sales, capital gains, wash sales, cost basis, and all Form 8949 fields.
Three simple steps. No account needed. No data uploaded.
Drag and drop your 1099-B PDF from Fidelity, Robinhood, Charles Schwab, or Morgan Stanley. We support all common tax form formats.
The tool automatically identifies your broker and extracts every transaction — proceeds, cost basis, gains, wash sales, and more.
Get a clean, ready-to-use CSV with all Schedule D and Form 8949 fields. Import directly into TurboTax or Excel.
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We parse the exact PDF format each broker uses — no manual data entry needed
Parses Fidelity's single-line sale transactions with comma-separated security headers, CUSIPs, wash sales, and accrued market discount.
Handles Robinhood's date-first column format with W/D wash sale markers, covered and noncovered tax lots, and security CUSIP extraction.
Handles Schwab's two-line transaction format, $-prefixed amounts, parenthesized negatives, and three-line matured Treasury bonds.
Parses Morgan Stanley's multi-line format with security descriptions, CUSIPs, covered and noncovered securities, and VARIOUS date acquired.
Everything you need to know about converting 1099-B tax forms to CSV