We recommend using the Form 8453 method for e-filing with TaxACT®. That method has had best results for accuracy, especially on more complex reporting. Click here to view instructions for the Form 8453 method with TaxACT®.
The CSV import method has limitations and can only be used if:
Using TaxACT® Premier+ version (Online or Desktop).
There are less than 2,000 records or line items.
There is no negative cost basis adjustment line on Form 8949.
You do not need to include a Statement Explaining Form 8949 Differences and Adjustments.
If any of these limitations apply, you will need to use Form 8453 method to e-file or choose another method for filing - for more information about these limitations see our topic on Common e-File Problems.
If none of the above restrictions apply, please click here to continue on to the TaxACT® CSV Export instructions.