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xatobrutjla
June 3, 2019
Question

How do I import my info from American Enterprise Investment Services Inc?

  • June 3, 2019
  • 1 reply
  • 0 views
I can't find American Enterprise Investment Services Inc on the "Lets get your tax info" page

1 reply

J
JulieR
June 3, 2019

If the 1099 you received from American Enterprise Investment Services Inc., includes the sale of investments (1099-B), you will need to upgrade to TurboTax Premier edition to report this on your return.  If the 1099 is only reporting interest and/or dividend income (1099-Int or 1099-DIV) and you cannot locate your investment firm on the list, you will need to manually enter the information by selecting the "I'll type it in myself" option, then follow the program prompts to complete your entry.

B
Bo55
March 15, 2020

i am using the premier option and still cannot find American Enterprise Investment Services. Any reason this is not coming up for me ?

KrisD15
KrisD15
March 15, 2020

American Enterprise is not listed as available for import. 

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