Re: How do i import from american funds into my tu...
New Member

Get your taxes done using TurboTax

Step 1:  Search for American Funds on the import page.

 

Step 2:  Enter your account number and password-NOT!!!

 

Every year I have the same problem importing my American Funds forms into TurboTax.  The problem is that your American Funds account number is NOT the exact same number you use for TurboTax.  The number you need to use is an actual fund number (which you can find on the 1099-DIV).  This number will have the following format:  XXXXXXXX-XX  However, you have to switch the fund number to the front and enter it in the following format:  XX-XXXXXXXX (include the dash).  If you have more than one fund, any of them will do.  Once you successfully sign in you will see a list of all of your funds and asked which ones you want to import

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