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New Member
posted Jun 5, 2019 4:17:27 PM

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?

0 4 7400
1 Best answer
Level 15
Jun 5, 2019 4:17:29 PM

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

4 Replies
Level 15
Jun 5, 2019 4:17:29 PM

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

New Member
Jun 5, 2019 4:17:30 PM

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

Level 15
Jun 5, 2019 4:17:31 PM

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

Level 15
Jun 5, 2019 4:17:34 PM

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