turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Where is the fund number found for American funds? It is not on the 1099-r

I'm trying to import my tax information from American Funds. I'm told to enter my fund number then a comma then the account number. I see the account number but not the fund number when looking at the 1099-r.  I can't get past the import tax screen unless I put this in.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

5 Replies

Where is the fund number found for American funds? It is not on the 1099-r

A 1099R?

Don't enter the bank or broker name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick -  Change How I enter my Form

Then on the next screen pick I'll Type it in Myself

Where is the fund number found for American funds? It is not on the 1099-r

You are not understanding what I'm saying. I know my account number. I do not know the fund number.

Look at my screenshot and you will see what I'm talking about for I highlighted what the field is asking for.

fund number.jpg

Where is the fund number found for American funds? It is not on the 1099-r

My 1099-r isn't telling my the fund number. I've logged into the my fund's website trying to find it and it isn't there either. Not sure what to do.

Where is the fund number found for American funds? It is not on the 1099-r

I understand what you said.  But I'm saying do not try to Import it.  Enter the whole 1099R manually.  

Click on Change how I enter my form at the bottom.

 

Where is the fund number found for American funds? It is not on the 1099-r

I figured out a work around. I was able to upload the PDF of the 1099 and the system was able to get what I needed.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question