United States USA

H&R Block

How do I import my trade history into H&R Block?

Look up your Ustocktrade Tax password.

    1. Log into your Ustocktrade account.
    2. Go to the side menu > Statements > Tax Forms.
    3. Your Ustocktrade Tax password will be displayed.
    4. Login to your H&R Block account
    5. When prompted to “Choose your financial institution,” click “Other”, type “Ustocktrade” and select “Ustocktrade Securities”.
    6. Enter your Ustocktrade User ID and unique Ustocktrade Tax password.

All users will receive a Ustocktrade Tax password even if they choose not to use this product.

 

How many transactions can H&R Block handle?

H&R Block Online can import up to 500 transactions per brokerage account, but may lag or provide an error depending on your internet connection or peak times.

H&R Block Desktop software can import up to 6,000 transactions per brokerage account, and supports electronic filing for up to 2,500 transactions.

 If your number of transactions are over these limits you will receive an error message and be unable to import any transactions directly into H&R Block. Alternatively, we provide a CSV file of all your transactions with your tax documents.

 

H&R Block may round your data—which could lead to misreporting wash sales and dividends.

In some cases, H&R Block online and desktop software may round the data imported from Ustocktrade. This is a part of their software import, so please verify the data imported into H&R Block with the information provided on your Ustocktrade tax forms. For more information on rounding, please see the IRS instructions for Form 8949.

H&R Block’s rounding may cause some values to import as $0 or some wash sales to be rounded to $0, which may not automatically import the adjustment code “W” for these transactions. Please review your imported transactions against your Ustocktrade tax forms to verify the correct code is selected.

 

Ustocktrade Securities, Inc. does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.
 
Important legal disclosures (link)     

Please read important legal disclosures that apply to your relationship with Ustocktrade Securities, Inc.

Online trading has inherent risk due to system response, execution price, speed, liquidity, market data and access times that may vary due to market conditions, system performance, market volatility, size and type of order and other factors. An investor should understand these and additional risks before trading.

The information provided is not warranted as to completeness or accuracy and is subject to change without notice. The information provided should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. The projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, are not guaranteed for accuracy or completeness, do not reflect actual investment results and are not guarantees of future results. All investments involve risk, losses may exceed the principal invested, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Consider the investment objectives, risks, charges, and expenses of a fund before investing. Contact us for a prospectus containing this information.

Investors should consider the investment objectives, risks, and charges and expenses of a mutual fund or Exchange Traded Fund ("ETF") carefully before investing. Before investing in any mutual fund or ETF, you should consider its investment objective, risks, charges and expenses. Contact us at support@ustocktrade.com for a prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully. ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund. Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost. ETFs are subject to risks similar to those of stocks. Some specialized exchange-traded funds can be subject to additional market risks. Leveraged and inverse exchange traded products are not designed for buy and hold

investors or investors who do not intend to manage their investment on a daily basis. These products are for sophisticated investors who understand their risks (including the effect of daily compounding of leveraged investment results), and who intend to actively monitor and manage their investments on a daily basis.

Testimonials may not be representative of the experience of other customers and are no guarantee of future performance or success.

Market data supplied by ActivFinancial. Real-time market data is only supplied when User logs into his or her account.

Securities products and services offered to self-directed investors through Ustocktrade Securities, Inc. Member FINRA / SIPC. Ustocktrade, LLC and Ustocktrade Securities, Inc. are separate but affiliated companies.

Securities products are: Not FDIC insured • Not bank guaranteed • May lose value

FINRA BrokerCheck reports for Ustocktrade Securities are available at http://www.finra.org/brokercheck

You must be a U.S. resident to open a brokerage account. Other account features are available to non-US residents.

Ustocktrade Securities, Inc.
Member FINRA/SIPC
V.01 06/02/2017

© 2017 Ustocktrade. All rights reserved. U.S. Patent:US D761,294 S.