Note: TurboTax functionality is only available to those who work with a Thrivent financial professional and are registered on thrivent.com. If you purchased Thrivent mutual funds using thriventfunds.com, this functionality is not available at this time.
Data import is available for Thrivent Mutual Funds on IRS Forms 1099-B, 1099-DIV and 1099-R. In TurboTax, select "Thrivent Mutual Funds" starting January 31.
To import tax forms into TurboTax for your Thrivent Mutual Fund accounts, you will need your thrivent.com user ID and password. If you do not have a thrivent.com user ID and password, select "Log In" on the upper right corner of thrivent.com to begin the registration process. This allows you to create a user ID and password.
You will need:
Note: Once the initial registration is complete, go back to the thrivent.com homepage and log in using your newly created Thrivent user ID and password. At the MyAccounts page, click on a Thrivent Mutual Funds account to view account details.
Once the registration process is complete you will need to wait at least 15 minutes before logging in to TurboTax.
TurboTax for the WebSM supports the importation of up to 500 Schedule D transactions. If you have more than 500 Schedule D transactions, you may want to use the TurboTax desktop version. The TurboTax desktop version supports up to 3,000 transactions.
The TurboTax data import feature will import all your accounts with matching Social Security numbers. If cost basis information is available to you on your Form 1099-B, it will transfer with this feature into your TurboTax 1040 tax return. At this time, you cannot import Thrivent Mutual Funds registered to a business, trust, or minor accounts including UTMA/UGMA and any account that is viewed through thriventfunds.com.
See the Frequently Asked Questions on the TurboTax website.
The information provided is not intended as a source for tax, legal or accounting advice. Please consult with a legal and/or tax professional for specific information regarding your individual situation.