Help with TaxACT® Online

 
The steps below show how to find the TradeLog import page from TaxACT Online:
 
NOTE: Using our provided link in the import instructions, you should be taken directly to the TradeLog Import Page. However, if you do not receive that page, or are using an alternate login method for TaxACT, then use the instructions below to find the import page.
 
  1. Open your web browser and navigate to your TaxACT® Online Deluxe account.
     
  2. From the Q&A main menu, select the Federal Q&A tab.
     
  3. Expand the Investment Income menu option, then select Gain or loss on the sale of  investments.
     
  4. Choose Import from a brokerage provider or TradeLog via a CSV file
     
     
  5. Click on Import CSV File
     
     
You can now follow our instructions for importing at Step 3 - Click Here.