H&R Block^® FAQ

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

Each 2024 year-end tax package you receive from Ameriprise will have different login credentials and will need to be imported separately.

Enter your Package ID and Document ID into the fields below:

• Account: Enter “Package ID”, without spaces, not case sensitive
• Document ID: Without spaces, not case sensitive

If you receive corrected tax documents 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 document, will the updated tax data be available to import?” below

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

See Ameriprise tax download FAQ.

See Ameriprise tax download FAQ.

Remember:

• If you receive more than one year-end tax package from Ameriprise, you must import each package separately. View “How do I import my Ameriprise tax form data?” section below for step-by-step instructions.
• If you receive corrected tax documents additional imports or manual adjustments to your tax returns may be necessary.  For more information see “If I receive a corrected tax document, 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.

See Ameriprise tax download FAQ.

See Ameriprise tax download FAQ.

See Ameriprise tax download FAQ.

• H&R Block support can be reached at 800.472.5625.
• H&R Block offers tax tools and resources on their website www.HRBlock.com
• If you have questions about the tax data that is provided from Ameriprise Financial contact our Customer Service Center at 800.862.7919

Visit the H&R Block website for help installing their software or getting started in their online version. Be sure to download any recent updates to the program, if prompted.

Access a copy of your Ameriprise tax documents on the secure site on ameriprise.com* to reference as you work on your tax return. Register or log in.

• Click "Documents"
• Select the Tax Documents folder
• Select the tax document from the list provided
• Some annuity tax documents are only available on riversource.com. Log in.

1. Start your tax return in the most current desktop or online version of H&R Block filing software.  Be sure to download updates to the program, if prompted.

• Create/Sign into H&R Block
• Click “Federal”
• Click on “Income” icon, located just below “Federal”
• Start section “1099-R Retirement plan income, withdrawals and rollovers”
• On the financial institution search page:
• Select ‘Other’
• In pop up box, begin typing ‘Ameriprise’
• Once Ameriprise Financial populates in drop down area, click on ‘Ameriprise Financial’
• Select 'Next’'

2. On the Ameriprise Financial landing page; enter your Package ID and Document ID, which can be found on the first page of your tax document package, and click "Import." For more information see "Where can I find my Ameriprise login credentials for importing tax data to H&R Block?" question above.

• Enter your Package ID and Document ID into the fields below:
  • Package ID: Enter without spaces, not case sensitive
  • Document ID: Enter without spaces, not case sensitive 
  • Verify the data imported into your H&R Block tax return matches the data on the tax forms in your Ameriprise tax package(s).

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

3. Confirm all forms you expected were imported and verify the data imported into your H&R Block return matches the data on the tax forms in your Ameriprise tax package(s) before moving to the next step in the H&R Block tax preparation process.

Remember:

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

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 adjust 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. You will need to manually enter any cost basis and acquisition date information that is missing, 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, Proceeds From Broker and Barter Exchange Transactions, 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, Proceeds From Broker and Barter Exchange Transactions, 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 2024 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, Sales, and Other Dispositions of Capital Assets, 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.