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Returning Member
posted Feb 13, 2021 6:36:02 AM

Importing from American Funds

Can someone tell me how to import from American Funds into the TurboTax Deluxe software (not the online version). I've tried the instructions listed on the import screen. They say to use fund number and account number (XX-XXXXXXXX) and my SSN.  But neither work.  I know I have the correct password because I can log into their website.  This is an issue every year.  Yes, I can type it in manually, but I'd rather not.

 

 

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Expert Alumni
Feb 17, 2021 2:50:57 PM

You may need to check your brokerage to see if they are allowing third-party access. 

 

Although the following Help Article is for Schwab, it is possible that your brokerage has restricted TurboTax's access to your statements unless you grant consent, and you might need to do something similar to what is described here How can I fix my 1099 import issue?