Through our relationship with Form8949.com, TaxAct® users can use Form8949.com to import their stock information into their tax return.
*Users with more than 2,000 transactions must use this option.
Electronic Import (or .CSV File Import):
If you have less than 2000 transactions, you can import the stock transactions from Form8949.com directly into your TaxAct return. To import your transactions directly into your TaxAct return:
Note. If you prefer to import a .CSV file instead, click CSV Import in Step #4 above, then browse your computer files for the .CSV file.
If you have more than 2000 transactions (or choose not to import your transactions into your TaxAct return), you can enter your summary totals by reporting category. You can then attach your Form 8949 Statements to your electronic tax return and file electronically. Or you can print your Form 8949 Statements and include them with your paper return. To enter your statement summary totals into your TaxAct return (if you have more than six brokerage statements, you would want to enter the six containing the most transactions by this method and then enter the transactions on the other statements via another method):
Note. The cost of Form8949.com services is not included in your TaxAct program fees.