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Planning: Tools & Services > Tax Information > TurboTax® Instant Data Entry for Mutual Funds
TurboTax® Instant Data Entry for Mutual Funds

TurboTax  
TurboTax®
Web site

The Thrivent Mutual Funds have partnered with Intuit Inc. to provide an easy download into the TurboTax® tax preparation desktop software and the TurboTax® for the WebSM service for the information reported on 1099 tax forms. Please go directly to the TurboTax® site to order software or access the Web version.

The TurboTax® Instant Data Entry feature automatically retrieves your select 1099 investment data from the Thrivent Mutual Funds and enters it directly into the correct forms in your tax return, saving you time and needless manual data gathering and entry!

TurboTax® Instant Data Entry, the Thrivent Mutual Funds support forms:

  • 1099-B *
  • 1099-DIV
  • 1099-INT
  • 1099-R

* If average cost is available to you on your 1099-B, it will transfer with this feature into your TurboTax® 1040 tax return.

Read TurboTax® FAQs.

Note: Thrivent Financial for Lutherans, its affiliates and financial representatives do not provide tax advice. Due to the complexity of the tax laws, we recommend consulting a tax advisor or the IRS for questions regarding your specific tax situation.

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Appleton Office:
4321 N. Ballard Road
Appleton, WI 54919-0001 USA
800-THRIVENT
(800-847-4836)
E-mail: mail@thrivent.com

Minneapolis Office:
625 Fourth Avenue S.
Minneapolis, MN 55415-1624 USA
800-THRIVENT
(800-847-4836)
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Thrivent Financial for Lutherans, Appleton, WI 54919-0001, is authorized to conduct business in all 50 states and the District of Columbia. NAIC # 2938-56014. Products issued by Thrivent Financial for Lutherans are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Not all products described are available in all states. Thrivent Financial representatives are licensed insurance agents. Insurance and retirement products, where available, are individual contracts, (not group coverage), and issued by Thrivent Financial for Lutherans. Investment products are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1665, a wholly owned subsidiary of Thrivent Financial for Lutherans. Member FINRA. Member SIPC. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc.

Bank products and trust services are offered through Thrivent Financial Bank, 2000 E. Milestone Dr., Appleton, WI 54919-0006 (Member FDIC, Equal Housing Lender), a wholly owned subsidiary of Thrivent Financial for Lutherans. Insurance, investment products, securities, trust, and investment management services and accounts are not deposits, are not FDIC insured, are not insured by any federal government agency, and are not guaranteed by Thrivent Financial Bank. Variable insurance contracts, investment products, trust, and investment management accounts may go down in value.

©1995-2008 Thrivent Financial for Lutherans

This document was last updated on Friday, December 7, 2007 at 5:23 PM