Resources for tax preparation

Whether you are a professional tax preparer working on behalf of an Ameriprise client or a client working on your own return, look here for information on specific forms, fees, account types – and more, so that you can get all of your tax questions answered. 

Tax preparation tools FAQs

• TurboTax® FAQ
  Intuit^® tax preparation tools are available for taxpayer and tax professionals
• TaxAct^® FAQ
• H&R Block^® FAQ
• Ameriprise tax download FAQ

Additional tax filing resources

• Tax statements for your partnership investments
• Ameriprise® certificates tax reporting
• Calculating and reporting 3.8% Net Investment Income Tax
• Tax season checklist
• IRA accounts and IRA plans
• Download tax statement data

Reclassification

• Investment types most likely to reclassify each year
• Updated tax documents and income reclassification