Is the .TXF file compatible with both the Windows and Mac operating systems?

TWS runs on Windows, MAC and Unix operating systems. To ensure that you have an adequate Internet connection and proper system requirements to run Trader Workstation, please see the minimum System Requirements…

Yes, you can run TWS on a Windows 10 PC. The Operating System required to run TWS is Windows 10 or higher…

Yes, the .TXF file is provided for all IBKR account types subject to the following:

1. The account in question has qualifying transactions required to be reported on the Worksheet for Form 8949, and;
2. Those transactions do not include IRS required codes which TurboTax does not support.  If they do, you will receive an error message when attempting to download the TXF file (i.e., “The worksheet which IB prepares to assist with completing Form 8949 is compiled in an IRS compliant format and may contain transactions having IRS gain/loss adjustment codes which TurboTax does not support. As proper transaction coding is essential to the filing of a true and complete Form 8949, TXF file export is not provided in those instances where the file contains a code which TurboTax does not allow to be imported. In those instances, a file download error message will appear and an alternative TurboTax supported method may be used. Please refer to…

Yes. In addition to the TurboTax .TXF format, IBKR supports the download of this worksheet in a Comma-Separated Values, or .CSV file format.  Files in this format can be opened in applications such as Microsoft Excel, Open Office Calc or Google Docs. The .CSV file format is not supported for purposes of import to TurboTax. IB also supports the download of this worksheet in PDF format…