what to do if acorn is not showing up on the financial institution when trying to import 1099?

[jwong90]

For some reason, Acorns Investment isn’t listed as a financial institution when I try to import my tax information. I didn’t have this issue last year.

[M-MTax]

There are other brokers not showing up (yet) either.

You may need to give them a week or two (the broker and Intuit).

BTW, some brokers are not showing up in other tax prep software (again, yet).

[dmpls79]

Same problem. Not seeing Acorn listed to import tax doc even though documents are available to download from Acorn.  Any updates on when ?

[M-MTax]

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@dmpls79 wrote:

Same problem. Not seeing Acorn listed to import tax doc even though documents are available to download from Acorn.  Any updates on when ?

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@GabiU @DianeW777 @MaryK4 ????

Acorns is missing from the import dropdown list.

[DianeW777]

Currently, Acorn Finance does not appear in the list to import and a date is not mentioned. A solution can be to enter summary transactions if you have many transactions. Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.

You can always use direct entry if you choose, with summary totals.  The only exception if wash sales, which must be entered separately, if you have any.

• Where do I enter Form 1099-B? (Ignore import)
• How do I mail Form 8453? (review if alerted)

@dmpls79 

[M-MTax]

Hopefully, the TurboTax developers will figure this out and get Acorns up and running for import.

Entering summaries is an acceptable solution ONLY for users that don't have tons of transactions with the likes of wash sales, AMD, adjustments to cost basis, etc. 

Intuit needs to get to work on fixing Acorns import.

[jwong90]

What i ended up doing was downloading the acorn tax documents and clicked on enter it another day. After that it allows you upload by dragging / dropping off tax documents. 

[M-MTax]

@jwong90 I presume you're using an online version of TurboTax then. Correct?

[writermom3]

Very frustrating, as my Acorns statement shows a few 1099-B trades, and I don't trust myself to enter them manually. Any word from TurboTax on a fix?  

[M-MTax]

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@writermom3 wrote:

Very frustrating, as my Acorns statement shows a few 1099-B trades, and I don't trust myself to enter them manually. Any word from TurboTax on a fix?  

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It took a while for them to get Merrill listed so it might be a little longer for Acorns.

[dylancfe15]

Too complicated for me, I don't trust myself

[midsgt]

When I try to import my 2025 Acorns 1099-B into Turbo Tax only the 1099-INT and 1099-DIV are available not the 1099-B. Acorns couldn't give me an answer on the phone but will look into the matter.

[user17727136525]

Same issue here! I don't want to manually input OR bulk input and mail the support. I remember it being annoyingly delayed last year but was able to file by 3/4.  Hoping this is quickly resolved and all 3 1099s from Acorns (INT, DIV, B) are ready for import ASAP! 

[M-MTax]

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@user17727136525 wrote:

Hoping this is quickly resolved and all 3 1099s from Acorns (INT, DIV, B) are ready for import ASAP! 

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Are you using a desktop version of TurboTax?

There is a (very) recent update and Acorns now appears in the import list.

[MarilynG1]

Acorns is now on the import list in TurboTax.  Make sure your program is updated through the ONLINE link at the top.

@user17727136525