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In the TaxAct program, the Capital Gain Summary Reports provide an easy method to review all of your capital gain transactions during the year. To make your verification task easier, the transactions are broken down between short- and long-term. Each list can be sorted alphabetically (by description) or chronologically (by date acquired or date sold). Clicking on the description field of any specific entry will take you to the transactions details for that entry to allow for easy modification or corrections.

To review your short-term and/or long-term capital gains/losses summary report:

  1. From within your TaxAct® return (Online or Desktop) click Review. On smaller devices, click in the upper left-hand corner, then select Review.
  2. Click Reports and then click Continue
  3. Select Short-Term Summary or Long-Term Summary

Print or print preview, or sort by column the information in the reports.

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