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Level 1
posted Feb 26, 2020 3:35:58 PM

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

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?

0 5 8504
5 Replies
Expert Alumni
Feb 26, 2020 4:10:30 PM

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. 

New Member
Mar 7, 2020 8:08:00 AM

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

Expert Alumni
Mar 7, 2020 8:38:14 AM

@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]

New Member
Apr 2, 2021 2:40:55 PM

I do not see jump to USAA here

Intuit Alumni
Apr 3, 2021 9:16:07 AM

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

@klewclarke