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New Member
posted Jun 4, 2019 4:04:30 PM

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
Intuit Alumni
Jun 4, 2019 4:04:32 PM

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

New Member
Feb 18, 2021 8:45:44 AM

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.

Level 1
Mar 30, 2021 10:35:28 AM

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

Intuit Alumni
Mar 31, 2021 9:05:18 AM

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

Level 1
Mar 31, 2021 9:14:31 AM

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.

Intuit Alumni
Mar 31, 2021 9:30:08 AM

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

New Member
Aug 11, 2021 7:52:46 PM

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

Level 15
Aug 11, 2021 8:00:26 PM

@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