Have 1099-B from Acorns but Can't Import (2024)

As the Subject states, I have a 1099-B from Acorns and I would like to import it. I was able to do so easily last year but never even receive a prompt for importing the 1099-B. Worked seamlessly last year. Currently using Chrome and I also tried in Firefox. Never got the option to import in either browser. I really do not want to hand enter this information as there's a lot there and I'm not entirely sure what values I'd enter. I have a good idea but I'd much rather import for accuracy!

Is there something I'm missing? What do I have to do to be able to import a 1099-B from Acorns?

• TurboTax Premier Online

‎February 15, 20209:55 PM

You should be able to import your 1099-B from Acorns.

Go to Federal, then Investment Income, thenStocks, Mutual Funds, Bonds, Other.Then click on add more sales, say yes to receiving a 1099B, on the next page type in Acorns, then click on the Icon. Enter your account number and Document ID.

I am using Chrome on a Windows 10 device.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

You will need to check with Acorn for your user name and password.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Please see the TurboTax FAQ below, for instructions on where to enter your 1099-B:

Where do I enter a 1099-B?

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

@Onefish per this link:https://www.usaa.com/inet/wc/tax_form_schedule?akredirect=true,1099-B for USAA Mutual Funds should have been made available for download in TurboTax on 02/16.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Finally got this to work in TT2022

1. Be sure you copy the account number from the acorns 1099-B exactly... including the leading zeroes and trailing letter like B1, even if that's not really your account number

2. You must enter the document id in UPPERCASE... despite it saying "not case sensitive"

You are so right.

The document ID must be typed in as written on your 1099. It IS CASE SENSITIVE for TT2023 Premiere despite the pop up indicating that it is not.

TurboTax, Fix this crap. Just say it IS, rather than ISN'T. Makes one lose faith in the software if even the little stuff is broken. 😕