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I am trying to import data from Acorns. The form requests Account number and Document Id. I could find account number in the statement. Where do I find Document Id?

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Best answer by mesquitebean

The small print on that screen says the Document ID is "from the mailer page of the 2018 tax package received."

Employee

The small print on that screen says the Document ID is "from the mailer page of the 2018 tax package received."

Their website is intricate. I tried to find doc id in a statement rather than tax doc. There is a drop-down to switch to tax docs

Employee

look for the Document ID in the upper right corner of the first page of your consolidated 1099-B

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