TaxAct Online Premier Import

You can directly import 1099-B/8949 data from FORM8949.COM into TaxAct Online Premier edition.

1. Select "Federal" > "Investment Income" > "1099 import from institution".

2. Select "Form8949.com"

3. The Form8949.com App will supply you with 'Tax Document ID' and 'Passcode' that you enter in the spaces provided, click "Continue".

4. Scroll to the bottom of the page, click "Select All", then "Continue".

5. Using the Stock Assistant should not be necessary. Click "Continue".

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