Have 1099-B from Acorns but Can't Import

Forum|Forum|6 years ago
February 16, 2020
3 replies
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As the Subject states, I have a 1099-B from Acorns and I would like to import it. I was able to do so easily last year but never even receive a prompt for importing the 1099-B. Worked seamlessly last year. Currently using Chrome and I also tried in Firefox. Never got the option to import in either browser. I really do not want to hand enter this information as there's a lot there and I'm not entirely sure what values I'd enter. I have a good idea but I'd much rather import for accuracy!

Is there something I'm missing? What do I have to do to be able to import a 1099-B from Acorns?

TurboTax Premier Online

DeanM15

You should be able to import your 1099-B from Acorns.

Go to Federal, then Investment Income, then Stocks, Mutual Funds, Bonds, Other. Then click on add more sales, say yes to receiving a 1099B, on the next page type in Acorns, then click on the Icon. Enter your account number and Document ID.

I am using Chrome on a Windows 10 device.

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theblueros3

This does not solve the problem. Acorns reports "Invalid Logon"

CatinaT1

You will need to check with Acorn for your user name and password.

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CassLO

Please see the TurboTax FAQ below, for instructions on where to enter your 1099-B:

Where do I enter a 1099-B?

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Onefish

I have the same issue with USAA mutual Funds.

I get the impression that the problem has to do with which version of TT I'm using (it's Home and Business). Is that correct? H&B does not allow for automatic download of some investment vehicles?

BrandiLO

Employee

@Onefish per this link: https://www.usaa.com/inet/wc/tax_form_schedule?akredirect=true, 1099-B for USAA Mutual Funds should have been made available for download in TurboTax on 02/16.

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TAQMAN

Finally got this to work in TT2022

1. Be sure you copy the account number from the acorns 1099-B exactly... including the leading zeroes and trailing letter like B1, even if that's not really your account number

2. You must enter the document id in UPPERCASE... despite it saying "not case sensitive"

C141medic

Thanks for that. I’m going to try entering the document ID in uppercase. I entered everything correctly and it wasn’t working. Why wouldn’t TurboTax fix this issue?