1099-B to Excel for Free

Yes. Drop as many 1099-Bs as you have and take the result as Excel, CSV or JSON. No account, no trial, no watermark. There is a fair-use limit of 200 files a day per connection.

No. The file is read once, in memory, and discarded. We keep neither the file, the numbers, nor the name on it. The table you see lives in this browser tab and nowhere else; close the tab and it is gone.

Yes, and it's the point: an AI reads the boxes so you don't type them. It's bounded — your form is read once, in memory, then discarded; we store no file, numbers, or name. The read runs through our AI providers (OpenAI, Google) under contracts that bar training on your data; they may keep it briefly (up to about 30 days) for abuse monitoring, then delete it. See how your file is handled on our security page.

We never put your SSN in the spreadsheet, and the reader cannot return one — no converter here has an SSN column. On a digital PDF we also strip the SSN before the AI reads it. On a photo, the AI sees the page you send, but nothing is kept and the number never reaches the table. Your broker's identification number is left off the same way.

The reader is an AI model checked against the form's printed layout, the same reader our tax software uses when it builds a return. It copies numbers as printed and leaves blank boxes blank. Check the numbers against the paper; a cropped or blurry scan is the usual cause of a miss.

PDF, JPG, PNG and WebP, up to 10 MB each. A clear phone photo of a paper 1099-B reads fine; the PDF your broker sent reads best.

Whatever you need: give it to your accountant, paste it into your own workbook, or skip the spreadsheet and start a return here, where the same 1099-Bs become the filled-in forms you print and mail.

No. It reads the summary totals the return needs: short-term and long-term proceeds, cost basis, market discount, wash sale loss disallowed, and the gain or loss. The per-trade detail pages stay with your broker.

This converter reads those sections as well, as separate columns, so one drop of a consolidated 1099 gives you interest, dividends and the trade totals in one row.