Question

Where is the fund number found for American funds? It is not on the 1099-r

Forum|Forum|4 years ago
March 12, 2022
1 reply
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I'm trying to import my tax information from American Funds. I'm told to enter my fund number then a comma then the account number. I see the account number but not the fund number when looking at the 1099-r. I can't get past the import tax screen unless I put this in.

TurboTax Self Employed Online

VolvoGirl

Employee

A 1099R?

Don't enter the bank or broker name and don't try to import it. It is just as fast and easy to manually enter it. At the bottom pick - Change How I enter my Form

Then on the next screen pick I'll Type it in Myself