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In TaxAct® Online and Desktop editions, you can add line item information to a field. This is useful if you need to add several numbers together to figure the total amount to enter on a particular form, or if you would like to add comments to a given field.

To add line item details:

  1. From within your TaxAct return, click in a data entry field.
  2. If an Add line item details icon (it looks like a hand holding a pen) appears next to the field, you can click it to open the Details window.
  3. You can type in the date, description, and amount fields. You can also click the Comments and Images sections to add information to those.
  4. Click Save and Close to save your entries and return to the Q&A or Forms View.

Details

When accessing line item details for a numeric field, you have the ability to enter separate lines of data that will automatically total. You can also add dates and descriptions for each entry.

The total amount of your line entries will transfer to the Q&A field, if applicable. Note that the dates, descriptions, and individual amounts you have entered will be saved with your TaxAct return, but will not be transmitted to the IRS.

Note. If you would like to make a note for a specific line entry, click the Comments tab and enter your text. These comments will be available to you any time you access your return in TaxAct, but are not transmitted to the IRS.


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