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TurboTax® import process

 

Select your version of TurboTax® below for step-by-step instructions.  Please note that TurboTax® downloads are not available for Marketplace accounts. Refer to our Marketplace FAQs for more details.

 

  1. Click 'Wages & Income' in the top navigation and 'continue'
  2. Scroll down to 'Investments and Savings' and select 'Start'
  3. Select 'Add Investment'
  4. Type "Victory Funds" into the search bar and click the fund family you would like to import
  5. Enter the account number* as seen on your tax form or statement and your Social Security # to start the download. If your account is owned by more than one person, the Social Security # must be the primary owner's (first person listed on account).

*Your account number is the number to the right of the hyphen on your statements. Click here to view an example.

  1. Click 'Federal Taxes' in top navigation
  2. Click 'Wages & Income'
  3. Scroll to 'Interests and Dividends' and select 'update' to the right of the form type (1099R, 1099DIV, or 1099B)
  4. Select 'Import from my bank or brokerage' and click 'continue'
  5. Type 'Victory Funds' into search bar and click 'continue'
  6. Enter the account number* as seen on your tax form or statement and your Social Security # to start the download. If your account is owned by more than one person, the Social Security # must be the primary owner's (first person listed on account).

*Your account number is the number to the right of the hyphen on your statements. Click here to view an example.

Online version

  1. Click 'Wages & Income' in the top navigation and 'continue'
  2. Scroll down to 'Investments and Savings' and select 'Start'
  3. Select 'Add Investment'
  4. Type "Victory Funds" into the search bar and click the fund family you would like to import
  5. Enter the account number* as seen on your tax form or statement and your Social Security # to start the download. If your account is owned by more than one person, the Social Security # must be the primary owner's (first person listed on account).

*Your account number is the number to the right of the hyphen on your statements. Click here to view an example.

Desktop version

  1. Click 'Federal Taxes' in top navigation
  2. Click 'Wages & Income'
  3. Scroll to 'Interests and Dividends' and select 'update' to the right of the form type (1099R, 1099DIV, or 1099B)
  4. Select 'Import from my bank or brokerage' and click 'continue'
  5. Type 'Victory Funds' into search bar and click 'continue'
  6. Enter the account number* as seen on your tax form or statement and your Social Security # to start the download. If your account is owned by more than one person, the Social Security # must be the primary owner's (first person listed on account).

*Your account number is the number to the right of the hyphen on your statements. Click here to view an example.

Additional information

  • You must upgrade to TurboTax® Premier to import “investment” tax forms.
  • The Master Registration # or Member ID will not work for import. You must use fund account number, which can be found on the paper tax form or statement.
  • If you have a joint account, you must use the primary account holders import credentials.
  • Copy & paste is only available for the Online version of TurboTax®, not the Desktop version.
  • TurboTax® Online (web based) is limited to 500 transactions.
  • TurboTax® Desktop (download) is limited to 2,000 transactions.

Looking for additional help with TurboTax®?

Visit the TurboTax® Support page for assistance and technical suportOpens a New Window

All information provided through the Victory Capital Tax Center is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Victory Capital. All examples are hypothetical and for illustrative purposes only. You should obtain relevant and specific professional advice before making any investment or other decision. This material is based in part upon information from third-party sources that we believe to be reliable, but which has not been independently verified by us and, as such, we do not represent that the information is accurate or complete. 

VictoryShares ETFs and Victory Funds are distributed by Victory Capital Services, Inc. (VCS).

The use of the TurboTax branded tax preparation software and web-based products is governed by Intuit’s applicable license agreements. Intuit, the Intuit logo, TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries and are used with permission. Intuit is not affiliated with Victory Capital or its affiliates. Intuit is solely responsible for the information, content and software products provided by Intuit. Victory Capital does not guarantee the information and content supplied is accurate, complete, or timely, or that the software products provided produce accurate and/or complete results. Victory Capital does not make any warranties with regard to the information, content or software products or the results obtained by their use. Victory Capital disclaims any liability arising out of your use (or the results obtained from, interpretations made as a result of, or any tax position taken in reliance on information provided pursuant to, your use) of these Intuit software products or the information or content furnished by Intuit. Software products are provided as a convenience to you, and Victory Capital does not bear responsibility for your use of, and output associated with, such products. The information and products made available to you are not intended to be, and should not be construed as, legal or tax advice or a legal opinion.

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