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Download to TurboTax, Quicken and H&R Block at Home

Frequently Asked Questions

Q: Which versions of TurboTax, Quicken and H&R Block at Home are compatible with my OppenheimerFunds accounts?

A: You can download* to

  • TurboTax & TurboTax Online
  • Quicken 2009 or later for PC
  • H&R Block at Home desktop or online versions

Q: How do I download my OppenheimerFunds 1099 information into TurboTax?

A: Go to Federal Taxes, then Wages & Income, then Your Income Summary (select the year you wish to work on), select the Update button in the "EasyImport" section. Select the button to get information from a financial institution, and select "OppenheimerFunds Inc." as the financial institution. Enter the username and password that you currently use to access your accounts at oppenheimerfunds.com as your "User ID" and "Password". This will allow TurboTax to connect to oppenheimerfunds.com and retrieve your 1099 tax form information.

Q: How do I download my account information into Quicken?

A: Activate the Quicken account setup wizard and select “OppenheimerFunds” as the financial institution. Enter the username and password that you currently use to access your accounts at oppenheimerfunds.com as your ‘User ID’ and ‘Password’. This will allow Quicken to connect to oppenheimerfunds.com and retrieve your transaction information.

Q: How do I download my OppenheimerFunds 1099 information into H&R Block at Home?

A: Click Start a Return, click Take Me To, select a 1099 form from the menu and click Go To, click Import 1099, select "OppenheimerFunds, Inc." from the list, click Import, enter the authentication credentials and click Import. The screen now should show imported 1099 data.

Q: What account types are unavailable?

A: Shares held in brokerage accounts, 529 plans, group 401(k) plans, and other accounts that are not accessible via oppenheimerfunds.com.

Q: Who do I contact if I need technical help?

A: We can assist you with oppenheimerfunds.com account registration or password changes, but you’ll need to use turbotax.com, quicken.intuit.com or hrblock.com for technical questions about setting up or using TurboTax, Quicken or H&R Block at Home.


* Download to TurboTax, Quicken or H&R Block at Home is available only if your name appears in your account registration. At times oppenheimerfunds.com may be inaccessible or the transaction feature may be unavailable.

WEBC.011912.02 

Shares of Oppenheimer funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.

Before investing in any of the Oppenheimer funds, investors should carefully consider a fund's investment objectives, risks, charges and expenses. Fund prospectuses and summary prospectuses contain this and other information about the funds, and may be obtained by asking your financial advisor, visiting oppenheimerfunds.com, or calling 1.800.CALL OPP (225.5677). Read prospectuses and summary prospectuses carefully before investing.

Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc.
Two World Financial Center, 225 Liberty Street, New York, NY 10281-1008