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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 click Federal.
  2. Click the vertical three-dot menu to the left of the shopping cart icon at the top of the page in your online return, then click Refund Snapshot.
  3. In the Your Refund Snapshot window, click Summary View or Illustrated View to see the results in different formats.

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