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Turbo Tax FAQ

Turbo Tax FAQ

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Good news! Beginning February 1, 2019, your 2018 tax information from Prudential may be available for import into your electronic tax return when you use Turbo Tax. This document provides information on how to take advantage of this new service.

 

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)

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 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. As you type the name ‘Prudential’ the search-list of available financial institutions will be narrowed. Click on the link for Prudential (Life, Annuities, Retirement) and Turbo Tax will display the Prudential page for importing your data.

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Example from a form showing the payers name

You may see a second available link for Prudential Mutual Fund Services. This link is only used for tax forms from the Prudential Mutual Funds group.

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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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 Turbo Tax, 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 initiated within Turbo Tax through the Answer Exchange Support feature. 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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