Ameriprise - Tax Download


The Ameriprise tax download is not your official tax document. The printed tax statement(s) you receive from Ameriprise Financial, Inc., via U.S.mail are your official tax documents and contain the information we report to the Internal Revenue Service (IRS), as indicated on the tax statements. 

Tax data for tax year 2017 only, including any subsequent updates or corrections, will be available for import from early February through the middle of October 2018. Tax data for prior years is not available for import.

Tax data for the following tax statements is not available for import and will need to b maually enterd into your tax return, if applicable:

  • Form 2439, Notice to Shareholders of Undistributed Long-Term Capital Gains
  • Form 5498, IRA Contribution Information
  • Fom 5498-ESA, Coverdell ESA Contibution Information
  • Form 1097-BTC, Bond Tax Credit
  • Form 1099-Q, Payments From Qualified Education Programs (Under Sections 529 and 530)
  • Form 1099-LTC, Long-Term Care and Accelrated Death Benefits
  • Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding

Ameriprise tax download is intended for use only by the taxpayer whose Taxpayer Identification Number is associated with the tax statements, or an alternate user authorized by the taxpayer. Accessing tax data without authorization of the taxpayer is prohibited.

The imported tax data is the data available at the time of the download, and may be subject to updates and corrections. If you receive corrected tax statements from us, additional imports or manual adjustments to your tax return may be necessary.

Ameriprise is not responsible for verifying the accuracy of the information you provide to the IRS on your tax return (whether imported or not). It is solely your responsibility to review and confirm the accuracy of your tax information prior to filing your tax return. Carefully compare the imported data to the tax statements you received from us in the mail. 

Ameriprise Financial, Inc., and its affiliates do not offer tax or legal advice. Consult with your tax advisor or attorney regarding your specific situation. 



Import your Ameriprise tax data into and electronic spreadsheet

Enter your Package ID and Document ID (found on the top left of the first page of each 2017 tax statement package) into the fields below.

  • Account: Enter "Package ID" without spaces (1234567890)
  • Document ID: Enter without spaces, not case sensitive (12ABC45678 may enter 123abc45678)
     

If you receive more than one tax statement package, you will need to import each one separately.

If you need assistance, call our Customer Service Center at 800.862.7919 or visit ameriprise.com/taxprofessionals.



Powered by Wall Street Concepts/FIS

Tax Year
Account
Document Id
File Type
 
 
Visual Code Audio Code
 

 
Enter code