Before you start · E*TRADE
Downloading your E*TRADE documents for Schedule FA
Grab every document that covers the calendar year you’re filing. They drop straight into an upload as-is — no conversion or re-keying.
Where to look
Your E*TRADE documents
- Open your E*TRADE stock-plan documents. From us.etrade.com, go to At Work, then My Account and Documents, for your employee stock-plan account.
- Download every release and purchase confirmation. Download each Employee Stock Plan release confirmation and ESPP purchase confirmation dated in the calendar year you’re filing, as PDFs.
- Add the benefit portfolio export. Export the benefit portfolio spreadsheet — the one with the ESPP and Restricted Stock tabs — so every held lot is covered.
- Keep the files as-is. Upload the PDFs and the spreadsheet exactly as they downloaded — no conversion or renaming needed.
Why it matters
One statement per lot's calendar year
Schedule FA runs on the calendar year (1 Jan – 31 Dec), not the April–March financial year the rest of your ITR uses — so grab every document that falls inside the calendar year you’re filing. If you held a lot bought in an earlier year, you’ll also need that year’s document to get its real purchase date and cost — see the guide’s note on one row per lot.
Have your documents? Upload them as-is.
No conversion needed. We read them directly and build every Table A2/A3 row — see the full method for how.
Get your Schedule FA prepared