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.