H&R Block^® FAQ

The Package ID and Document ID found on the first page of your tax document package(s) are your login credentials. Your login credentials are different every year.

Each 2023 year-end tax package you receive from Ameriprise will have different login credentials and will need to be imported separately.

Enter your Package ID and Document ID into the fields below:

• Account: Enter “Package ID”, without spaces, not case sensitive
• Document ID: Without spaces, not case sensitive

If you receive corrected tax documents your log-in credentials will always remain the same as they were on the year-end tax package. For more information, see “If I receive a corrected tax document, will the updated tax data be available to import?” below

• Ameriprise clients who have access to the H&R Block software or online products can use the import feature. See the list of tax documents that can be imported below in “Which tax form data will be available to import?”

• 2023 tax data will be available to import starting in early February 2024 after tax documents are mailed and available online.
  • Review the tax document mailing dates to determine when data will be available for various products and documents.
  • You will receive an invalid log on error message if you attempt to enter your login credentials before the data is available.

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. Attempts to download tax data prior to those dates will be unsuccessful and result in an error message.

• Tax data for tax year 2023 will remain available for import through the middle of October 2024. The exact date has not been set yet, but it will be close to the expiration of the 2023 filing extension on October 15, 2024, when the IRS discontinues e-filing.

• Form 1099-B, Proceeds From Broker and Barter Exchange Transactions
• Form 1099-DIV, Dividends and Distributions
• Form 1099-INT, Interest Income
• Form 1099-OID, Original Issue Discount
• Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

Remember:

• If you receive more than one year-end tax package from Ameriprise, you must import each package separately. View “How do I import my Ameriprise tax form data?” section below for step-by-step instructions.
• If you receive corrected tax documents additional imports or manual adjustments to your tax returns may be necessary.  For more information see “If I receive a corrected tax document, will the updated tax data be available to import?” below.
• Supplemental statements or supplemental information are not available for electronic import because we are not required to report that information to the IRS. See the following question for more information.

Tax information from the following tax documents, issued by Ameriprise, is not available for electronic import. If your tax package contains only the forms listed below, you will see receive an invalid log on error message after you enter your login credentials.

• Form 2439, Notice to Shareholder of Undistributed Long-Term Capital Gains
• Form 5498, IRA Contribution Information
• Form 5498-ESA, Coverdell ESA Contribution Information
• Form 1099-MISC, Miscellaneous Information
• Form 1099-Q, Payments From Qualified Education Programs (Under Sections 529 and 530)
• Form 1097-BTC, Bond Tax Credit
• Form 1099-LTC, Long-Term Care and Accelerated Death Benefits
• Form 1099-SB, Seller's Investment in Life Insurance Contract
• Form 1042-S, Foreign Person’s U.S. Source Income Subject to Withholding

Additionally, supplemental statements and supplemental information are not available for import because we are not required to report that information to the IRS.

For example, ordinary loss for an Ameriprise Stock Market Certificate (SMC) reported on the Detail for Interest Income supplemental statement will not import and must be manually entered into the tax return. Ordinary loss reported on the Detail for Interest Income page may occur when the participation interest payment for a Stock Market Certificate is less than the total OID accrued during the term. There may also be ordinary loss reported on Form 1099-B, Proceeds from Broker and Barter Exchange transactions if a client surrenders a Stock Market Certificate early, before the term-end.  The Form 1099-B ordinary loss information is available for electronic import.

Please work with a qualified tax professional to ensure that you manually input all required and necessary information into your Federal or state tax return, as applicable.

• If you receive more than one tax document package, you will need to import the data from each package separately following the steps in “How do I import my Ameriprise tax form data" below and using the unique Package ID and Document ID on the first page of each package.
• For example, if you receive a tax document package that contains tax data from your IRA account (e.g. Form 1099-R) in early February, and in mid-February you receive tax data for your nonqualified brokerage account (e.g., Form 1099-DIV and Form 1099-B), you will need go through the data import process separately for each package.
• If you imported tax data to your return and then made manual changes to it - for example, you added or changed a dollar amount or a date of purchase – the manually added or updated data will remain in your return and will not be automatically replaced when you import your amended tax package. To avoid data duplication, you will need to manually delete any of the documents that you made changes to before attempting to import again.

• The tax data you import is the data available at the time of the import. If you receive corrected tax documents, additional imports or manual adjustments to your tax returns may be necessary.

• Any corrected tax information will be available to import at the time the corrected tax document is mailed and the corrected data will overlay the original data when it’s imported, as long as no manual updates have been made*.

• We will mail you only the tax document that is being corrected or any new tax statements. If you previously received other 2023 tax documents that don’t require a correction, they will not be re-sent to you.

• The Package ID and Document ID which are your log-in credentials will always remain the same as they were on the year-end tax package. Any subsequent import using these log-in credentials will capture the most up-to-date tax data for all accounts with 2023 tax data available for import for that package, as long as no manual updates have been made.*

• If you receive a corrected tax document, follow the “How do I import my Ameriprise tax form data” steps below to import your updated tax data into your tax return.  The updated data will replace your previously imported tax data, as long as no manual updates have been made*. 

*Critical: If you imported tax data to your return and then made manual changes to it - for example, you added or changed a dollar amount or a date of purchase – the manually added or updated data will remain in your return and will not be automatically replaced when you import your amended tax package. To avoid data duplication, you will need to manually delete any of the documents that you made changes to before attempting to import again.

*Critical: When you import more than once using the same login credentials, your corrected data does not overlay previously imported data and may create duplicate records. Duplicate records are flagged for your attention and must be reviewed to determine if they need to be edited or deleted.

• H&R Block support can be reached at 800.472.5625.
• H&R Block offers tax tools and resources on their website www.HRBlock.com
• If you have questions about the tax data that is provided from Ameriprise Financial contact our Customer Service Center at 800.862.7919

Visit the H&R Block website for help installing their software or getting started in their online version. Be sure to download any recent updates to the program, if prompted.

Access a copy of your Ameriprise tax documents on the secure site on ameriprise.com* to reference as you work on your tax return. Register or log in.

• Click "Documents"
• Select the Tax Documents folder
• Select the tax document from the list provided
• Some annuity tax documents are only available on riversource.com. Log in.

1. Start your tax return in the most current desktop or online version of H&R Block filing software.  Be sure to download updates to the program, if prompted.

• Create/Sign into H&R Block
• Click “Federal”
• Click on “Income” icon, located just below “Federal”
• Start section “1099-R Retirement plan income, withdrawals and rollovers”
• On the financial institution search page:
• Select ‘Other’
• In pop up box, begin typing ‘Ameriprise’
• Once Ameriprise Financial populates in drop down area, click on ‘Ameriprise Financial’
• Select 'Next’'

2. On the Ameriprise Financial landing page; enter your Package ID and Document ID, which can be found on the first page of your tax document package, and click "Import." For more information see "Where can I find my Ameriprise login credentials for importing tax data to H&R Block?" question above.

• Enter your Package ID and Document ID into the fields below:
• Package ID: Enter without spaces, not case sensitive
• Document ID: Enter without spaces, not case sensitive 
• Verify the data imported into your H&R Block tax return matches the data on the tax forms in your Ameriprise tax package(s).
• Note: The amounts in the import will be rounded up to the nearest whole dollar amount without any decimals, per IRS guidelines.

3. Confirm all forms you expected were imported and verify the data imported into your H&R Block return matches the data on the tax forms in your Ameriprise tax package(s) before moving to the next step in the H&R Block tax preparation process.

Remember:

• If your tax package contains multiple types of 1099 forms, you only need to perform the import steps one time to get all tax data imported into your tax return.
• If you receive more than one year-end tax package from Ameriprise, you will need to go through all the steps above to import each package separately.
• If you receive corrected tax documents, additional imports or manual adjustments to your tax return may be necessary. For more information see “If I receive a corrected tax document, will the updated tax data be available to import?” above.

The cost basis and holding period reported on Form 1099-B, Proceeds From Broker and Barter Exchange Transactions, associated with sales of covered* securities is available to import into your H&R Block tax return. Cost basis and holding period information for your noncovered sales transactions, displayed on Form 1099-B, will also import into your tax return even though we don’t report it to the IRS.

• The information held in our records may not reflect all basis adjustments that would be necessary for calculations of the basis of securities that are sold.
• For noncovered shares, adjustments related to wash sales, cash transactions associated with corporate actions, such as mergers or spin offs; unit investment trusts, and widely held fixed investment trusts and other activity may not reflect accurate cost basis.
• If you have received your shares through a gift, inheritance or divorce, the cost basis may not have been adjusted. Please review cost basis information with your tax accountant and make adjustments as appropriate to your tax situation.
• It is important that you verify data using your records when calculating gains or losses for tax reporting purposes. To adjust the information, you will need to edit the imported information.
• We may not have cost basis available for import in some situations. You will need to manually enter any cost basis and acquisition date information that is missing, using information from your records.
• Please see the instructions associated with your tax statements for more information. Consult a tax professional for questions about completing your tax returns.

*For an explanation of cost basis reporting regulations and covered vs. noncovered investments, see Cost Basis Reporting FAQ.

Individual transactions reported on Form 1099-B, Proceeds From Broker and Barter Exchange Transactions, will be downloaded to IRS Form 8949, Sales and Other Dispositions of Capital Assets. Totals from Form 8949 will automatically calculate to IRS Form 1040, Schedule D.

Date of acquisition, Box 1b on Form 1099-B, Proceeds From Broker and Barter Exchange Transactions, will display "various" if the sale involves tax lots purchased on multiple dates. If the sale involves a single tax lot purchased on one date, Date of acquisition, Box 1b, will display the actual date of the purchase.

Clients who have had multiple sales in 2023 may see both "various" and actual dates in Date of acquisition, Box 1b, depending on the tax lots that comprise each sale.

Date acquired on Form 8949, Sales and Other Dispositions of Capital Assets, will display either "various" or an actual date based on what was reported on Form 1099-B.

Consult a tax professional and the IRS instructions for IRS Form 1040, Schedule D, Capital Gains and Losses, for additional information on reporting the date acquired.