Question

Where do I use the Access Code to Import Tax Documents from USAA into TurboTax?

Forum|Forum|6 years ago
February 26, 2020
1 reply
0 views

This is not a question about a Discount. I want to import tax documents using the code I was given. Where do I use the access code?

TurboTax Deluxe Online

J

JulieS

You can import 1099-INT, 1099-DIV, 1099-R, 1099-OID and 1099-B into TurboTax. To import your information from USAA:

Sign in to TurboTax and continue your return.
Search for 1099-B using the search box toward the upper right corner.
Select the Jump to 1099-B.
Select USAA and start the login process using your code.

If you don't have a 1099-B, you can try the same process from the 1099-INT, 1099-DIV or 1099-R screens. In most cases, you will have a consolidated 1099-B statement and all of your stock sales, dividends and interest will come in the same import.

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D

Dan77

Where is the code located? After selecting USAA, it asks for an import code.

H

HelenC12

@Dan77 Per the USAA website: click on "Get your USAA Tax Form Import Code." The code is case sensitive.

[Edited 3-7-2020|8:41 am PST]

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Where do I use the Access Code to Import Tax Documents from USAA into TurboTax?

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