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Note: Until tax data becomes available in early February, you will see a screen “No Documents Currently Available for Import”, which lets you know when tax data for various documents will be available to import. You will receive an invalid login error message if you attempt to enter your login credentials before the data is available.
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Review the tax document mailing dates to determine when tax data will be available for various products and documents.
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TURBO TAX FILE SECURE VERIFICATION
The security verification protocol is both case and space sensitive. Type in all capital letters (no lower-case) and include spaces when entering your Package ID and Document ID. Your login credentials are different every year.Įach 2021 year-end tax package you receive from Ameriprise will have different login credentials and must be imported separately. The Package ID and Document ID found on the first page of your tax document package(s) are your login credentials.