How do my Mint and TurboTax accounts work together when importing?
Mint finds tax documents and can help you jumpstart your taxes by importing them into TurboTax. Certain 1099 tax documents for the financial institutions you have linked to your Mint account will be identified and you can select which you want to be imported.
These 1099 tax documents are:
- 1099-INT (for bank account interest)
- 1099-DIV (for dividends)
- 1099-B (for stocks/investments)
- 1099-R (for retirement income)
- 1099-OID (for buying a discounted bond or note)
In order to import, you must use the same user ID and password for both your Mint and TurboTax accounts.
If you already have a TurboTax account but with a different user ID and password, you won’t be able to use the import feature at this time. But don’t worry, you can still import tax documents directly from your financial institutions.