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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:

  1. 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).
  2. On the screen titled Capital Gain Summary, click Short-Term Summary or Long-Term Summary to generate a report.
  3. Click Description, Date Acquired, or Date Sold to organize your transactions differently.
  4. 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.


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