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bob-swinney
April 7, 2025
Question

I have two more Ameriprise Financial tax packages to enter for my wife under Wages and Income, but it's not giving me a prompt. How can I do that?

  • April 7, 2025
  • 1 reply
  • 0 views
How do I force Turbo Tax to the screen to enter Ameriprise Financial to enter the Package ID and the Document ID?

    1 reply

    LindaS5247
    LindaS5247
    April 7, 2025

    You should be able to enter them by going back to "Wages & Income" and then depending what you are entering (Form 1099-DIV/INT "Interest & Dividends" or if it is a Form 1099-B, "Investment Income" and click on the prompt to "Add investments."  You can then select to import or skip import.

     

     

    It will look something like this:

     

     

     

     

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