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You import tax data from your Ameriprise Financial tax statements into a TurboTax tax preparation software or online product tax return.
Visit the TurboTax website for additional help purchasing and installing the software or getting started in TurboTax. Be sure to download any recent updates to the program, if prompted.
Once you have installed the TurboTax software or purchased the online version, follow the steps below to import your tax form data.
1. You can access a copy of your tax documents on the secure site on ameriprise.com* to reference as you work on your tax return. Register or log in.
2. Start your tax return in the most current desktop or online version of TurboTax filing software. Be sure to download updates to the program, if prompted.
3. Confirm all forms you expected were imported and verify the data imported into your TurboTax return matches the data on the tax forms in your Ameriprise tax package(s) before moving to the next step in the TurboTax tax preparation process.
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