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New Member
posted Apr 5, 2021 2:11:00 PM

How do I import a second package from Ameriprise?

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

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1 Replies
Expert Alumni
Apr 6, 2021 4:12:52 PM

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