The following fields may be required depending on the specific circumstances:
TaxACT uses these headings in the .CSV import section. These headings could also be used when creating headings in a spreadsheet, and would ensure a smooth .CSV import. For an example, see the following sample .CSV:
To convert a Microsoft Excel 2003/2007 file to .CSV format:
To convert an Open Office Spreadsheet file to .CSV format:
Please note, if you import more than one .CSV file or brokerage statement, the transactions will be added to the list of Form 1099-Bs previously created (up to 2,000 total).