@rasy29 wrote:
I'm having problems importing from Ameriprise. Have checked for typos. Typed in "ameri" and clicked on Ameriprise....when it came up. I had a manually entered everything until 1099B, now program wants to "impress" me by importing...which it can't. Can I at least bypass that and manually enter info? If so, how? Thanks!
If you do want to import, I presume you have been using these:
Ameriprise Financial
Package ID (case sensitive; enter with spaces)
Document ID (case sensitive)
If you had trouble, you could phone Ameriprise for help in figuring out why your entries were not working. There is a phone number in tiny print on that screen
To manually enter instead, here's how:
After the "Get ready to be impressed" screen, on the next screen where you entered "Ameri", don't enter anything in that institution search line. Instead scroll down the page and in the bottom right is a button "I'll type it in myself." You probably didn't see that button unless you had scrolled down. That button allows you to proceed with manual entry.
Also on that log-in screen for Ameriprise that asks for Package ID and Document ID, if you scroll down to bottom right, you'll also see the "I'll type it in myself" button. That will let you proceed with manual entry.
