Retirement Account Statement to Excel Converter

IRA and 401(k) statements tracking contributions, distributions, and required minimum distributions (RMDs) are critical for tax compliance. Bank Statement Converter extracts transaction data from retirement account PDF statements into structured Excel or CSV files for accurate reporting.

Key Benefits

• Extracts contributions, distributions, RMDs, and fee transactions
• Export to Excel for 1099-R and Form 8606 reporting verification
• Works with Vanguard, Fidelity, Schwab, and major custodian statements
• Batch convert multiple accounts or years for CPA review
• Free, no account required, files deleted immediately

How It Works

1. Step 1: Download your IRA or 401(k) statement PDF from your custodian's portal
2. Step 2: Upload to Bank Statement Converter
3. Step 3: Select Excel or CSV output format
4. Step 4: Download and verify distribution totals against your 1099-R

Frequently Asked Questions

Can I verify my RMD amount from the statement output?

Yes. Filter the Excel output for distribution transaction rows to total your annual withdrawals. Compare against your custodian's RMD calculation to confirm compliance.

Does this work with pension statements?

Yes, if the pension statement is a PDF with a tabular transaction format. Monthly pension payments, cost-of-living adjustments, and withholding amounts are all captured.

Convert a Statement Free