In the TaxAct program, you can use Capital Gain Summary reports to review all of your capital gain transactions during the year. The transactions are organized by short-term and long-term.
To review your short-term and/or long-term capital gains/losses summary report:
- From within your TaxAct return (Online or Desktop), click Review, then click Reports (on smaller devices, click in the top left corner of your screen, then click Review).
- On the screen titled Capital Gain Summary, click Short-Term Summary or Long-Term Summary to generate a report.
- Click Description, Date Acquired, or Date Sold to organize your transactions differently.
- Click Print if you want to print the report.
To enter capital gains and losses in the TaxAct program, go to our Forms 8949 and 1099-B - Entering Stock Transactions in Program FAQ.