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Script for Tax ACT App Video Version 1
At Form8949.com we have created an online app to help users of TaxACT more easily import
their capital gain and loss information into the TaxACT program.
The process involves two steps. Step 1 is to use the Form8949.app to retrieve your data
from your broker. Step 2 is to import your data from Form8949.com into the TaxACT program.
To access our program, select “2013 Tax ACT Statements” from the Apps menu.
Proceed through the app entering your e-mail address and other information as requested.
The program will assign to your data a file number and a passcode which you will need
when you are finished in order to access your data. So you will want to make a note of it.
On the next screen select the “OFX Server” option.
Select your broker from the list shown.
On the next screen, enter the requested information. We are extremely security conscious and have
chosen to write our program in a way that this information is NOT retained in our system.
Information about access to your broker’s OFX server will be presented.
When the data retrieval is complete, select the “Continue” button.
Our program will then scan the data supplied by your broker’s server. The number of transactions
found will be shown. Click the “Next” button after the scanning is completed.
The program will then convert your data into various output formats including Adobe PDF.
If you have a large volume of transactions this may take a minute or two.
When the conversion is completed, the program will show you the summary conversion results.
On the next screen, you can download a statement which may be attached to your TaxACT return
as well as step-by-step TaxACT import instructions.
Once you are happy with the results go to the next screen which has a link to the PayPal
secure payment site. At the PayPal site you can pay with a credit card or with your PayPal
account, if you have one. By using the PayPal system, you can be assured that your credit
card information resides with PayPal and not with us.
After you have made your payment our program will email you your final statement and TaxACT
import instructions.
You will then return to the TaxACT program and follow the import instructions.
Thank you for using FORM8949.COM.