How do I import my Ameriprise Financial tax data into a TurboTax return?
After you have installed the TurboTax software on your computer, follow the steps below to import the tax form data you have received from Ameriprise Financial. You can also visit the TurboTax website for additional help installing the software or getting started in TurboTax. Be sure to download any recent updates to the program, if prompted. • Open TurboTax on your computer. • On the “Choose How to Enter Your Income” screen, select the “Guide Me Through Income” button. • When given the option to save time by importing your investments, choose the “Import My Information” button. • Next, you’ll be asked to choose your financial institution from a list of possible options within the drop down menu. Select Ameriprise Financial and click “Retrieve Income.” • When importing your tax form data from Ameriprise Financial, you will be prompted to enter your Package ID and the Document ID. This information can be found on the first page (cover page) of your tax statement. Be sure to enter the ID
