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?
047400
1 Best answer
mesquitebean
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
mesquitebean
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."
tseretyan
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
fanfare
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.
fanfare
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