1.Click on the “CSV & TXF ZIP” link in the “Type”column.
2.Select “Open” and then click the “OK” button.
3.Follow the appropriate steps below:
•If you are using Windows XP, click on “Extract all files” under “Folder Tasks” in the top left. Then click “Next” to start the “Extraction Wizard,” which will guide you through the process.
•If you are using Mac OS X, a folder will be created on your desktop containing the files.
•If you are using WinZip, click the “Extract” button. Create a new folder on your computer to store the report (e.g., “Bernstein Tax Report”). Then click the “Extract” button.
4.Within the new folder, you should see a list of two files for each account in your Year-End Tax Report:
•.csv extension for Excel and other data programs
•.txf extension for tax preparation software, including TurboTax and TaxCut
5.The files are now available for you to review or to import into other software.
Note: The “CSV & TXF ZIP” links will not appear for Tax Reports that have not had Capital Gains or Losses. The files contain only Capital Gains information and do not include Income. You should review all tax reporting issues with your tax advisor.