Download Stock & Option Trades From ThinkOrSwim

  1. Log into your ThinkOrSwim account.
  2. Click on My Account and choose Account Service Center.
  3. Click on Account Statement on the right.
  4. Click on the Download Tax Worksheet on the right.
  5. Choose an account.
  6. Click on GainsKeeper.
  7. Select a tax year and then click on the export data at the top.
  8. Save the download as a .xls or .xlsx file.
  9. Open your .xls or .xlsx file in MS Excel and then save it as a .csv file.