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I want to import my Ameriprise Financial tax information (I have 2 packages with Package and ID information) directly into TurboTax. How do I do that?

 
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8 Replies
WillK
Intuit Alumni

I want to import my Ameriprise Financial tax information (I have 2 packages with Package and ID information) directly into TurboTax. How do I do that?

Turbo Tax has a great FAQ on how and where you will enter your information in the program to import your Ameriprise information: https://ttlc.intuit.com/replies/3389470

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swkwahoo
New Member

I want to import my Ameriprise Financial tax information (I have 2 packages with Package and ID information) directly into TurboTax. How do I do that?

The import instructions in Turbo tax say to INCLUDE SPACES when entering  the package ID number. They are Wrong. DO NOT ENTER ANY SPACES AND EVERYTHING WORKS.

I want to import my Ameriprise Financial tax information (I have 2 packages with Package and ID information) directly into TurboTax. How do I do that?

I am just trying to link my Ameriprise account to my Mint account and it has never worked.  Super annoying.

Cass0317
Intuit Alumni

I want to import my Ameriprise Financial tax information (I have 2 packages with Package and ID information) directly into TurboTax. How do I do that?

In order to import, you must use the same user ID and password for both your Mint and TurboTax accounts.

If you already have a TurboTax account but with a different user ID and password, you won't be able to use the import feature at this time. However, you can still import tax documents directly from your financial institutions.

 

Please see the TurboTax Article below for more information:

How do Mint and TurboTax work together when importing?

 

@kls8479

I want to import my Ameriprise Financial tax information (I have 2 packages with Package and ID information) directly into TurboTax. How do I do that?

I am only trying to get my Ameriprise data to import into Mint. I am using the correct user ID and password. It is not working. It has never worked since I initially started trying to implement it.

Cass0317
Intuit Alumni

I want to import my Ameriprise Financial tax information (I have 2 packages with Package and ID information) directly into TurboTax. How do I do that?

If you are only trying to import information on your Mint account, please reach out to Mint Support here: Intuit Mint Help so that one of our Mint representatives can help you get your financial data imported.

 

@kls8479

IRS1985
New Member

I want to import my Ameriprise Financial tax information (I have 2 packages with Package and ID information) directly into TurboTax. How do I do that?

Is there also a way to upload data from a Turbotax Partner like Ameriprise from the Windows PC version? I don't see the login option.

 

Thanks

I want to import my Ameriprise Financial tax information (I have 2 packages with Package and ID information) directly into TurboTax. How do I do that?

@IRS1985  What do you want to do?  Upload to where?  Into Turbo Tax?

 

How to import your 1099

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-my-1099/00/26254

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