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Importing Tax Documents FAQ

Importing Tax Documents FAQ

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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.

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Example from a form showing the payers name

If the payer name on your form is not Prudential, the import of tax information may not be available. Please contact the payer using the phone number provided on your form.

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TurboTax® is a trademark and service mark of Intuit Inc., registered in the United States and other countries.

Import from Prudential(Life, Annuities, Retirement)

H&R Block® is a registered trademark of HRB Digital, LLC, and is used by permission.

On the Prudential page, you must provide two pieces of information from your tax form – your Social Security number and the Tracking # that is printed on your form. The Tracking # will be a value anywhere from 8-16 digits found in the Account number box on your form as shown below.

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Example of a form showing an account number and a tracking number

 

Will this return all tax forms that I received from Prudential?

Generally, if you received more than one of the form types listed above from Prudential, all of them will be imported together and displayed for your confirmation. There are some exceptions, however, where you need to repeat these steps and import the additional forms individually using the Tracking # on those forms.

 

Will this import all of the information needed for my tax returns?

Yes, federal, state, and local tax information will be imported.

 

Problem Resolution

If you have questions about either Turbo Tax or H&R Block, you must direct those questions to the manufacturer of the software, as Prudential will not be able to assist you. Product support (chat, video, or phone session) is provided by each.

If you have questions about any of the tax information imported from Prudential, please call the Customer Service phone number provided on the tax form you received.

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