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Tax Resource Center

Using TurboTax Tax FAQs

Note: TurboTax functionality is only available to those who work with a Thrivent Financial representative and are registered on Thrivent.com. If you purchased Thrivent Mutual Funds using ThriventFunds.com, this functionality is not available at this time.

 

Which forms are available?

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.

 

What do I need to do to use TurboTax?

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 "Register" 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:

  • Your Thrivent Member ID number
  • Your birth date
  • A valid email address

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 Fund to view account details.

Once the registration process is complete you will need to wait at least 15 minutes before logging in to TurboTax.

 

How many transactions can I import?

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.

 

Can I import data for all accounts, including gain/loss information on redemptions?

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 Fund accounts registered to a business, trust, minor accounts including UTMA/UGMA and any account that is viewed through Thriventfunds.com.

 

What if I need help importing my data into my tax return?

See the Frequently Asked Questions on the TurboTax website.

 

 

At Thrivent Mutual Funds, we recommend you consult your tax advisor to make sure you’re getting the most out of your investments. Thrivent Mutual Funds and their representatives cannot provide legal or tax advice.

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Investing in a mutual fund involves risks, including the possible loss of principal. The prospectus and summary prospectus contain more complete information on the investment objectives, risks, charges and expenses of the fund, and other information, which investors should read and consider carefully before investing. Prospectuses are available at ThriventFunds.com or by calling 1-800-847-4836.

This website is not intended as a source for legal, accounting or tax advice or services. Work with your attorney and/or tax professional for additional information.

The principal underwriter for the Thrivent Mutual Funds is Thrivent Distributors, LLC. No communication or content, including investment analysis tools and information about the Thrivent Mutual Funds, on this website is intended to provide investment advice or recommendations of any kind and may not be relied upon as such. The communication and content found on this website, including investment analysis tools and information about the Thrivent Mutual Funds, are not intended as a solicitation to buy or an offer to sell any security. Thrivent Distributors, LLC has undertaken no review of the individual circumstances of any investor and makes no representations with respect to the suitability of any investment for a particular investor. Any purchase, sale or redemption of the Thrivent Mutual Funds will be executed through Thrivent Financial Investor Services Inc., the transfer agent for the Thrivent Mutual Funds, and an affiliate of Thrivent Distributors, LLC. Asset management services provided by Thrivent Asset Management, LLC. Thrivent Distributors, LLC. and Thrivent Asset Management, LLC. are wholly owned subsidiaries of Thrivent Financial for Lutherans, Appleton, WI.

Thrivent Distributors, LLC is a registered broker-dealer and member of FINRA and SIPC with its principal place of business at 625 Fourth Avenue South, Minneapolis, MN 55415.

Thrivent Financial Services, Inc. (TFSI) is the transfer agent for Thrivent Mutual Funds and the Thrivent Church Loan and Income Fund and maintains and services shareholder accounts. Pages on this website that include information about shareholder accounts are supported by the transfer agent.

No communication or content on this website is intended to provide investment advice or recommendations of any kind and may not be relied upon as such. This website is not intended as a source for legal, accounting or tax advice. Work with your attorney and/or tax professional for additional information.

Marketing and general information about Thrivent Mutual Funds and the Thrivent Church Loan and Income Fund on this website is provided by Thrivent Distributors, LLC, principal underwriter for the Funds. Thrivent Distributors, LLC is a registered broker-dealer and member of FINRA and SIPC with its principal place of business at 625 Fourth Avenue South, Minneapolis, MN 55415.