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.
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
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.
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.
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.