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tseretyan
New Member

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?

 
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mesquitebean
Level 15

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."

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4 Replies
mesquitebean
Level 15

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."

tseretyan
New Member

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
fanfare
Level 15

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.
fanfare
Level 15

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

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