H&R Block®FAQ

Import tax data from your Ameriprise Financial tax statements into an H&R Block tax return.

Important notes about your tax data import:

  • By accepting and using the import you assume full responsibility for the accuracy and security of the information on your tax return. 

  • Following the import make sure you carefully review and compare all items in the import against your tax statement(s) and your own records to verify that all reportable activity is accounted for and accurate.

General Information

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

Each 2016 year-end tax package you receive from Ameriprise will have different login credentials and will need to be imported separately.

If you receive corrected tax statements 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 statement, will the updated tax data be available to import?” below.

  • Package ID: Enter without spaces (e.g., 1234567890)
  • Document ID: Enter without spaces, not case sensitive (e.g., 123ABC45678 may enter 123a bc4 5678)

View a sample mailer page to see where your login credentials appear.

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

  • 2016 tax data will be available to import starting in early February 2017 after tax statements are mailed and available online.
    • Review the tax statement mailing dates schedule to determine when data will be available for various products and statements.
    • You will receive an invalid log on error message if you attempt to enter your login credentials before the data is available.
  • Tax data for tax year 2016 will be available for import through the middle of October 2017. The exact date has not been set yet, but it will be close to the expiration of the 2016 filing extension on Oct. 17, 2017, when the IRS discontinues e-filing.

Note: Victims of Hurricane Matthew in much of North Carolina and parts of South Carolina, Georgia and Florida may have until March 15, 2017, to file their 2015 tax return. However, tax data is no longer available for electronic import to tax preparation tools after October 2016. For details about the filing extension, see Tax Relief in Disaster Situations on irs.gov.

  • 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 “Import tax data” section below for step-by-step instructions.
  • If you receive corrected tax statements additional imports or manual adjustments to your tax returns may be necessary.  For more information see “If I receive a corrected tax statement, 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 statements, issued by Ameriprise, is not available for electronic import. If your tax package contains only the statements listed below, you will see receive an invalid log on error message after you enter your login credentials.

  • Form 2429, 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 Income
  • 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 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, (with OL indicated in the Notes column)* will not import and must be manually entered into the tax return.

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.

*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.

  • If you receive more than one tax statement package, as many clients will during the 2016 tax season, you will need to import the data from each package separately following the steps in “Import tax 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 statement 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 receive corrected tax statements additional imports or manual adjustments to your tax returns may be necessary.  For more see “If I receive a corrected tax statement, will the updated tax data be available to import?” below.
  • The tax data you import is the data available at the time of the import. If you receive corrected tax statements, 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 statement is mailed.

  • We will mail you only the tax statement that is being corrected or any new tax statements. If you previously received other 2016 tax statements 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 2016 tax data available for import for that package.

  • If you receive a corrected tax statement, follow the “Import tax data” steps below to import your updated tax data into your tax return*. 

    *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.

  • If you have questions about the tax data that is provided from Ameriprise Financial during the import, please contact our Customer Service Center at 800.862.7919.
  • Comprehensive technical support for H&R Block products is available on the H&R Block website. To or answers to questions not addressed here, visit the "Get Answers" tab of the H&R Block website.
  • You can visit the H&R Block Online and Software Products Support website for additional help installing the software or getting started in H&R Block.

Import tax data

After you have installed the H&R Block software on your computer, or started your tax return in the H&R Block online version, follow the steps below to import the tax data you received from Ameriprise.

Be sure to download any recent updates to the program, if prompted.

You can access a copy of your tax statements on the secure site on ameriprise.com* to reference as you work on your tax return. Register or log in.

  • Click "Statements & Documents"
  • Select the Tax Statements folder
  • Select the year 2017 (the year that the document was made available on the secure site)

*Some annuity tax statements are only available on riversource.com. Log in.

  1. Open H&R Block on your computer.
  2. After establishing your account, review and accept the terms and conditions of the H&R Block Tax Program and Services Agreement and click "Next".
  3. On the main page select "Start My Taxes".
  4. You will have the option to either import your information from previous years or continue without importing.
    • To import prior year information, select the program you used last year from the available options and click on "Next".
    • To continue without importing select "Skip Import".

    Note: This will be your only opportunity to import your prior year information. If you skip the import now you will not be able to import at a later time.

  5. You will go through a series of Personal Information questionnaire screens which will ask you to update or verify personal information. Select all that apply and click "Next" at the bottom of each screen to flow to the next one until all information has been updated.

    Once you reach the Income interview, visit the sections for each type of income you received. On the sections for Forms 1099-B, 1099-DIV, 1099-INT and 1099-R, look for the link labeled “Import” to get to the Ameriprise Financial landing page.
  6. On the Ameriprise Financial landing page; enter your Package ID and Document ID, which can be found on the first page of your tax statement package, and click "Import." For more information see "Where can I find my login credentials for H&R Block?" question above.
    • Package ID: Enter without spaces (e.g., 1234567890)
    • Document ID: Enter without spaces, not case sensitive (e.g., 123A BC4 5678 may enter 123abc45678)
  7. Success; this will notify you the import was successful, along with displaying all of your forms that were imported. Once you confirm all forms you’re expecting have been imported, click "Close".

    Note: The amounts in the import will be rounded up to the nearest whole dollar amount without any decimals, per IRS guidelines.

  8. After you successfully import the data and your statement(s) are displayed on the screen, you can click on the "Edit" link to see additional details about each tax statement.
     

    Remember:

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

Tax data questions

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. For information that is missing from your tax statement you will need to manually enter the cost basis and date acquired for each transaction 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 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, 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 2015 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 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.