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Form 4684 - Losses from Ponzi-Type Investment Schemes
1
To enter a loss from a Ponzi-type investment scheme in TaxAct, follow the steps below. 

Online
Dashboard
  1. From within your TaxAct return, click Resources.
    • On smaller devices, click the menu at the top left corner of your screen, then make your selection.
  2. Under My Return, click Federal Search. 
  3. Click the Itemized or Standard Deductions drop-down, then click Safe harbor treatment from a Ponzi scheme.
  4. Complete the rest of the interview process. 
Classic
  1. From within your TaxAct return, click Federal. 
    • On smaller devices, click the menu at the top left corner of your screen, then make your selection.
  2. Click the Itemized or Standard Deductions drop-down, then click Safe harbor treatment from a Ponzi scheme.
  3. Complete the rest of the interview process. 
Desktop
  1. From within your TaxAct return, click Federal. 
  2. Click the Itemized or Standard Deductions drop-down, then click Safe harbor treatment from a Ponzi scheme.
  3. Complete the rest of the interview process. 
Additional Information