Question

I can't import from Ameriprise. I've typed in the Package ID & Document ID EXACTLY as printed, All caps, just like on the form. Even copied & pasted. Always fails

Forum|Forum|6 years ago
February 26, 2020
6 replies
0 views

Just keeps saying "That didn't work, try one of these"

TurboTax Premier Online

L

linaj20201

I would suggest you enter the information manually in the program.

In TurboTax online,

Sign in to your TurboTax account and select Pick up where you left off
At the right upper corner, in the search box, type in "1099div" and Enter
Select Jump to 1099div
Follow prompts

Use the same instructions for 1099int or 1099b

B

bjb125

Ameriprise import not working for me either. Called Ameriprise, problem is on TurboTax's end. Will be using different tax software in the future, having multiple issues with TurboTax lately. They have not been helpful finding solutions.

LeonardS

I you are unable to import your Ameriprise data you should consider entering the data manually.

To enter your Ameriprise data, follow these steps:

With TurboTax open enter the item you want to input (1099div, 1099int or 1099b) in the search box.
Select Jump to in the results window.
Follow the prompts to enter your data.
Repeat these steps for each type of item you need to enter.

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A

AV6

Well, still broken. Is TurboTax doing anything to address this?

If someone is about to write back suggesting that we enter the information manually, please don't. This is why we pay good money to use TurboTax.

M

MarkGr

Doesn't work for me either. I have received two document packages from Ameriprise, entered the information exactly into TurboTax, received the ambiguous replay "Transaction Failed". One of the packages has MANY forms ... manual entry would be an unfortunate last resort - no excuse for this not to work correctly.

M

MarkGr

I found that if after the first failure I hit continue again without changing anything, eventually it works.

S

SuzInFL

3/17/2021 I’ve tried to get TurboTax to connect to my 1099-B and related forms for 2020 from Ameriprise, so it would put everything into my account properly . Tried and tried. Won’t do it. I already entered all the data by hand and hit Continue. The software started asking question after question and it wasn’t going well. Looks like I need to use a different program. (They just announced on TV that we don’t have to file until May 15... MAYBE I will contact TurboTax tech support.

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jeffleonard

Finally stumbled on something that works to upload Ameriprise tax info after many, many failed tries. Changed two things so take your pick; 1) reset my Ameriprise password to include only a period as the required special character, 2) The Document ID looks like a string of letters but the first letter is a zero not an O.

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LWSOLOM

I had a nasty call last week with my Ameriprise broker about this. Told him that if I get another document ID with 0's that look like 0's (or is it the reverse?), I was closing my accounts. It's just stupid.

I also pointed out that Turbo Tax masks document ID's with *'s, and does not provide a Reveal Character button. He claimed it was TurboTax that requires that, so I pointed out that TT does not mask doc ID's of Baird and other firms. But, if a TurboTax rep is monitoring this thread, can you please give us a button that will allow us to read what we've entered? When trying to figure out why we can't download & import our brokerage info, it would be more than helpful to be able to quickly confirm that we've typed things correctly.

P

phishmn1

This is horrible. They need a solution. I've spent hours trying to get the import working. Now I'm about to spend more hours hand keying in the info. How is that a good solution for a major financial institution that should be easily integrated.

KathrynG3

If you are having issues connecting to import the activity, be sure to check that you have an app password for TurboTax at Ameriprise.

Click the links for more information:

How do I import my 1099?

How do I get my TurboTax affiliate partner discount?

@phismn1

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JJ-from-Minnesota

I just tried importing in Ameriprise tax information into Turbo Tax deluxe 2022 and it still isn't accepting the Ameriprise document ID number. Is there any fix in the works?

J

JJ-from-Minnesota

The Document ID number IS Case sensitive.

Ameriprise tech support helped me with it and told me the letters needed to be all upper case and it worked.

SForrestLO

Glad you were able to get the information added.

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S

SamuraiTailor

I had the same problem with Edward Jones. I was using the CHROME browser. Nobody from EJ or Intuit knew the answer which was to use the EDGE (Microsoft) browser. I frequently can't login to my PNC bank account using Chrome so I switch to Edge for that purpose.