586036

I am trying to import data from Acorns. The form requests Account number and Document Id. I could find account number in the statement. Where do I find Document Id?

posted

Connect with an expert

1 Best answer

Accepted Solutions

I am trying to import data from Acorns. The form requests Account number and Document Id. I could find account number in the statement. Where do I find Document Id?

The small print on that screen says the Document ID is "from the mailer page of the 2018 tax package received."

View solution in original post

4 Replies

I am trying to import data from Acorns. The form requests Account number and Document Id. I could find account number in the statement. Where do I find Document Id?

The small print on that screen says the Document ID is "from the mailer page of the 2018 tax package received."

I am trying to import data from Acorns. The form requests Account number and Document Id. I could find account number in the statement. Where do I find Document Id?

Their website is intricate. I tried to find doc id in a statement rather than tax doc. There is a drop-down to switch to tax docs

I am trying to import data from Acorns. The form requests Account number and Document Id. I could find account number in the statement. Where do I find Document Id?

referring to your monthly statements is not going to work. see answer below. OK maybe it's the second page.

I am trying to import data from Acorns. The form requests Account number and Document Id. I could find account number in the statement. Where do I find Document Id?

look for the Document ID in the upper right corner of the first page of your consolidated 1099-B

Still have questions?

Questions are answered within a few hours on average.

Post a Question

*Must create login to post