Summary of Return - Tax Summary

The tax summary is a list of certain items calculated or entered in your return. The summary will show dollar amounts for various categories that impact your return, broken down by category.

To view the tax summary of your return:

  1. From within your TaxAct return (Online or Desktop) click Federal. On smaller devices, click in the upper left-hand corner, then Federal
  2. Click the three-dot menu to the right of the Federal Refund heading at the top of the page. Choose Refund Snapshot
  3. In the Your Refund Snapshot window, click Summary View or Illustrated View to see results presented in different formats

If you would like to view the state summary, scroll down to the State section of the Your Refund Snapshot window.