Click “Start” and “Other” for “What’s the financial institution on this 1099-B”.Click “Yes” for “Finished adding income?”.Select “Investments” and “1099-B Sale of stocks, bonds, mutual funds, and other securities”.Select “Federal”, then click on “Add income".If the total number of transactions in your 1099-B exceeds 2,200, TurboTax’s import function may not work. This will allow you to import up to 2,200 transactions from your 1099-B. If there are more than 500 1099-B transactions per return, we recommend utilizing the desktop version of the application. P lease note : TurboTax contains data import limitations. If you have more than one account number with a tax form - you will need to add each account individually. Your log in credentials will be the following: You will then be presented with a login screen.On the next screen you will need to enter “M1 Finance” into the field “I’m looking for” Select “M1 Finance” and then press “Continue”.You will then connect directly to the financial institution.Select “Federal,” then select “Wages & Income”.The account number for each account will be displayed to the right of the account name.
If you have further questions, please contact us. We know tax season can be overwhelming, so our Client Success team is here to help you. If you receive a corrected tax document, it may also take up to 48 hours to import the corrected data into TurboTax or H&R Block. If it has been more than 48 hours since your tax document has arrived, please contact our team and we will review your account. It may take up to 48 hours after a tax document is received for its data to be available to import into TurboTax or H&R Block. This article show s you how to find your M1 Invest account number(s) and how to connect your M1 account to y our tax software.
M1 seamlessly integrate s with TurboTax and H&R Block tax filing software to allow you to import tax data from your Invest account(s).
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