The information below provides an overview of how to use Turbo Tax and H&R Block software. As a reminder for year-end tax related questions, please refer to your Financial Professional or tax planner.
Beginning February 1st, your tax information for the prior year from Prudential may be available for import into your electronic tax return when you use Turbo Tax or H&R Block software.
What tax forms are available to be imported?
- Form 1099-R (Distributions From Pensions, Annuities, Retirement or Profit-Sharing IRAs, Insurance Contracts, etc)
- Form 1099-INT (Interest Income)
- Form 1099-DIV (Dividends and Distributions)
- Form 1099-B (Proceeds From Broker and Barter Exchange Transactions)
- Form 1099-MISC (Miscellaneous Income) – (not available with H&R Block software)
Please note: If the tax form you received is not listed above, you will need to enter it manually.
Important: By importing your tax information, you are assuming full responsibility for the accuracy of the information in your tax return. Please verify and confirm that the information imported matches the information reported to you on your tax forms, which remain the official record of your tax information from Prudential and what is being reported to the IRS.
What is needed to import my tax information from Prudential?
You will need the tax form(s) produced and delivered by Prudential. When you signify in Turbo Tax or H&R Block that you have Forms 1099 to import, you will be prompted to enter the payer name, found on your form in the box sample shown below. After typing the name ‘Prudential’, select the option for Prudential (Life, Annuities, Retirement) and Turbo Tax or H&R Block will display the Prudential page for importing your data as shown on the following page. Note: You may see a second available link for Prudential Mutual Fund Services or Prudential Financial. This link is only used for tax forms from the Prudential Mutual Funds group.