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Schedule FA Generator — Fidelity, E*TRADE & Schwab to ITR-2

An online Schedule FA tool for Indian ITR — upload exports from Fidelity NetBenefits, E*TRADE, Charles Schwab, Morgan Stanley, or Shareworks. No manual rate lookups, no Excel templates needed.

ITR deadline July 31, 2026 — 7 days left.
₹999 ₹399 60% off Preview before you pay 100% accuracy, 7-day guarantee India servers · auto-deleted in 30 days
Watch 2-minute demo Try with sample data
Trusted by Indian residents filing Schedule FA for US RSU & ESPP — handles GOOGL, NOW, AVGO, AAPL and 100+ US stocks SBI TTBR · Exact Date FATCA/CRS-aware + Schedule CG (Capital Gains) + Schedule FSI & Form 67 (Foreign Tax Credit)
Export 2 files from your broker (Open Lots + Transaction History) — add a 3rd if you sold shares
~2 minutes: 1 Upload 2 Review (free) 3 Download
Fidelity NetBenefits, Charles Schwab, E*TRADE / Morgan Stanley at Work, Morgan Stanley StockPlan Connect, and Shareworks (Solium) are supported today. More brokers coming soon.

Shareworks has no CSV export — enter your vest lots directly, or let AI prefill them from your Statement of Account PDF.

Get started — no CSV needed →
Open Lots CSV
  1. Login to schwab.com
  2. Accounts → Positions
  3. Click your stock symbol → Lot Details
  4. Click Export (CSV)
  5. Repeat per symbol — upload all files together
Contains: per-lot open date, quantity, USD cost basis. Used to compute Table A3 Initial Value INR (CBDT's Schedule FA filing instructions).
RSUs only in Equity Award Center, no separate Positions listing? Export Equity Details instead (EAC → Equity Details → Export) — also accepted here.
Transaction History CSV
  1. Login to schwab.com
  2. Accounts → Transaction History (brokerage or Equity Award Center)
  3. Set date range: Jan 1 → Dec 31 of the calendar year
  4. Click Export (CSV)
Contains: sales, dividends, RSU lapses, NRA withholding. Used for Table A2 gross income and proceeds.
Closed Lots CSV If you sold shares
  1. Login to schwab.com
  2. Accounts → Realized Gain/Loss
  3. Set date range covering your sales
  4. Export the Lot Details view (CSV) — the summary export has no acquisition dates
Contains: opened date, closed date, proceeds, cost basis per lot. Needed only if you sold shares — sold lots still appear in Table A3.
Open Lots slot 2 files go here
  1. Login to us.etrade.com → Stock Plan account
  2. Holdings → By Status → Download Expanded — always needed
  3. My Account → Gains & Losses → Download Expanded — only if you sold shares
  4. Select both files together when uploading — no need to convert either to CSV, .xlsx uploads directly
Holdings has per-lot acquisition date, sellable quantity, FMV at vest — used for Table A3 Initial Value INR (CBDT's Schedule FA filing instructions). Gains & Losses has sale date, proceeds, cost basis for sold lots — they're split out automatically, no separate Closed Lots upload. Morgan Stanley at Work accounts use these same etrade.com exports — select E*TRADE above.
Transaction History slot
  1. Login to us.etrade.com
  2. Activity → Transactions
  3. Set date range: Jan 1 → Dec 31 of the calendar year
  4. Click Download (CSV)
Contains: sales, dividends, tax withholding. Used for Table A2 gross income and proceeds.
Stock Plan at Work accounts often don't have this export. If yours doesn't, get your Client Statement PDF instead:
  1. Login to us.etrade.com
  2. At Work → Tax Information → Statements
  3. Select account → Document Type: Statement → Time Frame: the calendar year (e.g. 2025) → Apply
  4. Download Single Account Statement, then use "Don't have this export?" on the Transaction History card below to upload it
Open Lots slot
  1. Login to stockplanconnect.com
  2. Activity → Reports
  3. Download the Releases Report (CSV)
  4. Upload it here
Contains: vest date, net shares deposited, FMV at vest — used for Table A3 Initial Value INR (CBDT's Schedule FA filing instructions). StockPlan Connect reports have no ticker symbol column — you'll enter your stock ticker on the next (review) page. Don't see Activity → Reports after logging in? Your account has moved to the E*TRADE platform — select E*TRADE / Morgan Stanley at Work in the broker dropdown above and follow those steps instead.
Transaction History slot
  1. Login to stockplanconnect.com
  2. Activity → Reports
  3. Download the Withdrawals Report (CSV) — only if you sold shares
  4. Upload it here
Contains: sale date, quantity, net proceeds. Sold lots are matched to Releases automatically (FIFO) — no separate Closed Lots upload; StockPlan Connect has no such export.
StockPlan Connect reports don't list dividends either — use "Don't have this export?" on the Transaction History card below to pull the dividend total from your Client Statement PDF instead.

Open Lots CSV

  1. Login to netbenefits.fidelity.com
  2. Stock Plan Account → View Share Details
  3. Select Current shares tab
  4. Click Export
  5. When prompted, choose Asset Currency (USD)
Contains: acquisition date, quantity, USD cost basis per lot. Used to compute Table A3 Initial Value INR (CBDT's Schedule FA filing instructions).

Transaction History CSV

  1. Login to netbenefits.fidelity.com
  2. Stock Plan Account → Activity → Transaction History
  3. Set date range: Jan 1 → Dec 31 of the calendar year
  4. e.g. Jan 01 2025 – Dec 31 2025 for FY 2025-26
  5. Click Export
Contains: all transactions — sales, dividends, RSU vests, ESPP purchases, NRA withholding. Used for Table A2 gross income and proceeds (Schedule FA reports the calendar year ending Dec 31).

Closed Lots CSV If you sold shares

  1. Login to netbenefits.fidelity.com
  2. Stock Plan Account → View Share Details
  3. Select Previously held shares tab
  4. Click Export
  5. Choose Asset Currency (USD)
Contains: acquisition date, sale date, proceeds, cost basis. Needed only if you sold shares — sold lots still count as held during the calendar year and appear in Table A3.
Open Lots Recommended

Drop CSV/XLSX or click to browse

Per-lot acquisition dates + USD cost basis → Table A3 Initial Value INR

Schwab exports Lot Details one file per symbol — select all of them together (EAC-only RSUs: use Equity Details instead)
Transaction History Recommended

Drop CSV/XLSX or click to browse

Sales + dividends + NRA withholding → Table A2 income & proceeds

Export date range: Jan 1 → Dec 31 of the calendar year (e.g. Jan 1 2025 – Dec 31 2025 for FY 2025-26)

Drop your Client Statement PDF or click to browse

Monthly or year-end statement — dividends + sale proceeds extracted automatically

Uploading here also sends the PDF to AWS Bedrock (Anthropic Claude) for extraction — see the consent checkbox below.
Closed Lots Optional

Drop CSV/XLSX or click to browse

Only if you sold shares during or after the calendar year

Without this, sold lots are missing from Table A3 (they must be reported for the year held)
Reported for the calendar year ending Dec 31 (FY 2025-26 → CY 2025), as the ITR form requires.
₹999 ₹399 60% off individual filing — full INR values, Excel + JSON
CA pack ₹2499 50% off See what's included →
Your files are stored on India-region servers and auto-deleted in 30 days
₹10 lakh penalty for non-disclosure
Why you must file Schedule FA →
Complete filing guide
How to fill Schedule FA yourself →

What gets computed from your CSVs

Open Lots Per-lot acquisition date + USD cost basis
Open Lots Table A3 Initial Value INR (CBDT's Schedule FA filing instructions × SBI TTBR)
Txn History Gross sale proceeds for the calendar year (Table A2)
Txn History Dividend / money market income (Table A2)
Txn History NRA withholding (for DTAA foreign tax credit)
Closed Lots Sold lots still reported in Table A3 for the year held
Auto-fetched Daily stock prices incl. Dec 31 close (yfinance)
Auto-fetched Peak balance — every trading day scanned
Auto-fetched SBI TTBR rates per acquisition date
Every INR value is computed for you — a Schedule FA calculator that applies exact-date SBI TTBR rates automatically, with no manual lookups. Generate your Schedule FA online in about 2 minutes.

What users are saying

Unsolicited feedback from people who've filed with ITRFA.in

“

The tool's awesome, definitely sharing with my colleagues. Made Schedule FA filing a breeze — saved myself at least half a day.

Software Professional
Oracle
“

Thanks for being so thorough in explaining this. The tool has great potential in aiding taxpayers fill their own returns. Good work!

Software Professional
Atlassian
“

Applying Rule 115 with SBI TTBR rates per acquisition date, rather than a single average rate, is the correct approach — one that's easy to get wrong manually. Good to see it automated. This isn't just a CSV-to-template converter — it shows real domain depth.

Chartered Accountant
Founding Partner

From the blog

All guides
Schedule FA from Fidelity NetBenefits — CSV export walkthrough
Schedule FA from E*TRADE — CSV/XLSX export walkthrough
Schedule FA from Charles Schwab — CSV export walkthrough
SBI TTBR Rate & Rule 115 explained
Schedule FA in Excel format — free template & why tools beat it
Table A2 vs A3 — which one your RSUs go in
Who must file Schedule FA — ROR vs RNOR vs NRI
Black Money Act — ₹10 lakh penalty for non-disclosure