You will need to know your UBS account number and your document ID. Your document ID will be located on your UBS statement or Form 1099-B statement. If you do not know your document ID, you will need to contact your UBS representative to obtain this information.
- From within your TaxAct return (Online or Desktop) click Federal. On smaller devices, click the menu icon in the upper left-hand corner, then select Federal
- Click Investment Income in the Federal Quick Q&A Topics menu to expand the section, then click Gain or loss on the sale of investment
- Click Stock Data Import
- Click Electronic Import
- Select UBS from the 1099 Import drop-down menu and then click Continue
- Enter your account number and document ID, then click Continue