Need to do your trader taxes? We can generate your Form 8949 & Schedule D in minutes!

Pricing Plans

Empower your trader tax reporting with our tailored plans.

Standard Features

For Traders

Free Tier

Perfect for New Traders

25 credits at sign up
Most Popular
Essential Tier

Ideal for Regular Traders

1,000 credits annually
Active Tier

Optimized for Frequent Traders

3,000 credits annually
Best Value
Premium Tier

The Ultimate Choice for Professional Traders

10,000 credits annually

For Tax Professionals

Tax Pro

Perfect for New Traders

1,000 credits annually

Add-Ons for Tax Professionals

Tax Professionals can enhance their subscription with our tiered plans for additional credits at a discounted rate

Most Popular
Essential Tier
Tax Pro subscription, plus
Additional 1,000 credits annually
Active Tier
Tax Pro subscription, plus
Additional 3,000 credits annually
Best Value
Premium Tier
Tax Pro subscription, plus
Additional 10,000 credits annually

Plan details

Here’s a detailed breakdown of what comes with each plan.

1 Credit = 1 Transaction

For Traders
For Tax Professionals
25 credits at sign up
1,000 credits annually, plus add-ons
Unlimited broker import
Advanced wash sale reports
Cost basis methods
Error reconciliation
Transaction report
IRS Form 8949
IRS Schedule D (Form 1040)
Export to TurboTax
Forum support
Email support
Audit My Broker™
1099-B Match™
Paid users only
Client Management Dashboard
Tax Software Ingregration(Drake, ATX, MyTaxPrep, and more)
Concierge support
Paid users only

Frequently Asked Questions

Don’t see your question? Check out our Help Center or ask us a question via email

How does the free plan work?

You get 25 credits for free when you create an account to use to generate as many tax forms as you want using our Audit My Broker™ feature. Audit My Broker™ will use 1 credit per transaction. If you have more than 25 transactions, you will need to purchase additional credits. For more pricing information, go here.

How much does it cost?

1099-B Match™ costs 1,000 credits per report. You can generate as many tax forms as you want from that report. Audit My Broker™ costs 1 credit per transaction on your CSV. If you don’t know how many transactions you have, upload your files and we will calculate it for you and tell you how many credits you need to purchase. For more pricing information, go here.

How many files can I upload per report?

You can upload as many files as you need from an unlimited number of brokers. 

Which plan is best for me?

We recommend everyone starts with the Essential tier for $89 and use the 1099-B Match™  tax report which costs 1,000 credits. It is the fastest way to get the tax forms you need.

If you feel your broker reported your gains/losses incorrectly (this happens more often than you think) or simply just want to check them, you will want to use our Audit My Broker™ tax report. Be mindful this report costs 1 credit per transaction, which can add up fast. We recommend the Active tier for $279 for this. Unused credits never expire and can be used the following tax year. Cancel anytime.

If you are still unsure, please  contact sales and we will help you determine which plan is best for you. 

How can TraderFyles help?

Traderfyles imports your transactions reading CSV data you provide, and independently calculates your gain and loss using our algorithm. From there you can generate your tax reports.

I lost money this year. Do I still have to file taxes?

Yes. You are required to report all trading activity on your taxes.  It doesn’t matter if you only made losses. In fact, it is in your best interests to report your losses as this is one of the best ways to reduce your crypto taxes in the future.

How many trading accounts can I link?

Currently we support unlimited accounting linking. When you begin creating your report summary, click the button “Add Account” and name your brokerage account.

What happens if I trade cryptocurrency and stocks?

Traderfyles can generate your reports regardless if you trade cryptocurrency or stocks. When creating a report make sure you only include one asset class (stocks or cryptocurrency). Once complete you begin generating the report for the second asset class.

What if you don't have my broker integrated?

We support a large list of brokers and clearing firms and crytocurrency, such as:

  • TD Ameritrade
  • Fidelity
  • Charles Schwab
  • Merril
  • Robinhood
  • TradeZero
  • Webull
  • Cobra Trading
  • All brokers who clear through Apex Clearing
  • All brokers who clear through Hilltop Securities
  • All brokers who clear through Wedbush Securities
  • Binance
  • Coinbase

and more!

Additionally, we have a generic format that all CSVs can be formatted into for use in our tax reporting tools. Please read this help article for steps on how to format your transaction history into the TraderFyles generic format. If you are unable to format your CSV into our generic format, chat with us directly in the TraderFyles app or email us at and we will help you at no additional charge.