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.