#Stash account number for turbotax password

An IRA account will not have data available for import even if a Form 1099-R was issued.

Tax data is only available for accounts which received a Consolidated Form 1099 detailing dividends received or security sales.

When using TurboTax or similar applications with your Wealthfront account, please note:

Click Import Now and your transactions will be imported.

#Stash account number for turbotax password

When prompted for your Wealthfront Login, use the e-mail address and an app-specific password for your Wealthfront account.Search for “Wealthfront”, select the entry, then click Continue.When prompted with “Did you sell any investments in 2022?” and “Did you get a 1099-B or a brokerage statement for these sales?” click the “Yes” button.

Navigate to the section labeled Investment Income and select the entry for “Stocks, Mutual Funds, Bonds, Other”.Please note that the discount can’t be applied after you’ve filed your taxes.įrom the TurboTax import screen, follow these instructions: You can also access the discount from the Documents link of your dashboard. You can click this link to save $15 on TurboTax Premier or $20 on TurboTax Self-Employed. You can either wait until prompted by TurboTax to import your brokerage statements (e.g., Form 1099-B or Form 1099-DIV), or you can go directly to the import feature by searching for “import” in the search box (top right in the TurboTax interface), then selecting the option to “Jump to Import.” Your Wealthfront tax details can be imported into TurboTax in a few easy steps. Note: You will need to create an app-specific password to import your details into TurboTax.