Where do I use the Access Code to Import Tax Documents from USAA into TurboTax?

[donaldcsheehan]

This is not a question about a Discount. I want to import tax documents using the code I was given. Where do I use the access code?

[JulieS]

You can import 1099-INT, 1099-DIV, 1099-R, 1099-OID and 1099-B into TurboTax. To import your information from USAA:

1. Sign in to TurboTax and continue your return. 
2. Search for 1099-B using the search box toward the upper right corner.
3. Select the Jump to 1099-B.
4. Select USAA and start the login process using your code.

If you don't have a 1099-B, you can try the same process from the 1099-INT, 1099-DIV or 1099-R screens. In most cases, you will have a consolidated 1099-B statement and all of your stock sales, dividends and interest will come in the same import. 

[Dan77]

Where is the code located? After selecting USAA, it asks for an import code.

[HelenC12]

@Dan77 Per the USAA website: click on "Get your USAA Tax Form Import Code." The code is case sensitive.

[Edited 3-7-2020|8:41 am PST]

[klewclarke]

I do not see jump to USAA here

[MichelleLO]

Can you clarify, are you not seeing USAA in the drop-down menu? 

@klewclarke