TaxAct Import

ELECTRONIC IMPORT

You can directly import data from FORM8949.COM into TaxAct.

  1. Select Investment Income, Gain or loss on the sale of investments, “Stock data import”.

    TaxAct step one

    TaxAct step one b

  2. Click the “Electronic Import” button.

    TaxAct electronic import

  3. Select “Form8949.com” from the list and click “Continue”

    Select form8949

  4. Enter your assigned file number and passcode in the spaces provided, click “Continue”.

    File number

  5. Scroll to the bottom of the page, click “Select All”, then “Continue”.

    Select transactions

  6. Using the Stock Assistant should not be necessary. Click “Continue”.

    Stock assistant

  7. TaxAct will show a list of the imported transactions.

    Investment sales summary