How do I import a second package from Ameriprise?

hoytmarshall2 — Mon, 05 Apr 2021 21:11:00 GMT

I imported one package, but Turbotax will not import the second package.

Re: How do I import a second package from Ameriprise?

LinaJ2020 — Tue, 06 Apr 2021 23:12:52 GMT

There have been import issues with Ameriprise.

As import does not go smooth, I will suggest to manually enter info. For import, there are a limit on how many transactions TurboTax can handle. See blue links below. Here are the steps:

In TurboTax online,

Sign into your account, select Pick up where you left off
At the right upper corner, in the search box, type in 1099b and Enter
Select Jump to 1099b
Follow prompts
On-screen, "Let's import your tax info, select I'll type it myself
Follow prompts to continue

For more information, click here:

how many stock transactions TT can handle

Import / crashed

topic How do I import a second package from Ameriprise? in Get your taxes done using TurboTax

How do I import a second package from Ameriprise?

Re: How do I import a second package from Ameriprise?