I can't import from Ameriprise. I've typed in the Package ID & Document ID EXACTLY as printed, All caps, just like on the form. Even copied & pasted. Always fails

[phishmn1]

This is horrible. They need a solution. I've spent hours trying to get the import working. Now I'm about to spend more hours hand keying in the info. How is that a good solution for a major financial institution that should be easily integrated. 

[KathrynG3]

If you are having issues connecting to import the activity, be sure to check that you have an app password for TurboTax at Ameriprise.

Click the links for more information:

How do I import my 1099?

How do I get my TurboTax affiliate partner discount?

@phismn1

[JJ-from-Minnesota]

I just tried importing in Ameriprise tax information into Turbo Tax deluxe 2022 and it still isn't accepting the Ameriprise document ID number.  Is there any fix in the works?

[JJ-from-Minnesota]

The Document ID number IS Case sensitive.

Ameriprise tech support helped me with it and told me the letters needed to be all upper case and it worked.

[SForrestLO]

Glad you were able to get the information added.

[Jeromy6979]

You probably had to pay extra to upgrade to add the form. Not import. 

[LWSOLOM]

I had a nasty call last week with my Ameriprise broker about this.  Told him that if I get another document ID with 0's that look like 0's (or is it the reverse?), I was closing my accounts. It's just stupid.

I also pointed out that Turbo Tax masks document ID's with *'s, and does not provide a Reveal Character button.  He claimed it was TurboTax that requires that, so I pointed out that TT does not mask doc ID's of Baird and other firms.  But, if a TurboTax rep is monitoring this thread, can you please give us a button that will allow us to read what we've entered? When trying to figure out why we can't download & import our brokerage info, it would be more than helpful to be able to quickly confirm that we've typed things correctly.  

[Herself]

Well done, but that shouldn't be necessary!

[SamuraiTailor]

I had the same problem with Edward Jones.  I was using the CHROME browser.  Nobody from EJ or Intuit knew the answer which was to use the EDGE (Microsoft) browser.  I frequently can't login to my PNC bank account using Chrome so I switch to Edge for that purpose.