TurboTax FAQs

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TurboTax FAQs

               
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The answers to many frequently asked questions regarding the TurboTax® Import process can be found below. Additional technical questions should be directed to Intuit®, the company that supports TurboTax®.

Also, please visit our TurboTax® Import Instructions for an overview of how to import your Baird tax information into TurboTax®.

By using the TurboTax® Import process, you are agreeing to the Robert W. Baird & Co., Inc. TurboTax® Import Terms and Conditions.


1. What are TurboTax® products?
TurboTax® software is a product from Intuit, a third-party vendor. TurboTax® products help you prepare and file your federal and state tax returns. With TurboTax® products, you can import your Baird tax-related data into your TurboTax® returns.

Although Baird is providing the TurboTax® import process as an additional service, Baird does not guarantee that the information provided is sufficient for tax reporting purposes, and Baird is not liable for your reliance upon or use of the import feature or the data provided through such feature. If you have specific questions regarding the preparation of your tax return, contact your tax advisor or the IRS.



2. What if I don’t have TurboTax®?
You can purchase TurboTax® software and online products at the TurboTax® website. You can also find TurboTax® software products in computer and general retail stores. Please visit the TurboTax® website for more information.

3. Can I import my Baird Tax Statement and Form 1099-R into TurboTax® products for Mac?
Yes. TurboTax® is available for both Mac and PC platforms and both platforms are supported by Baird.


4. Who can import their Baird tax-related data into their TurboTax® returns?
Any client receiving a Baird Tax Statement - Forms 1099-DIV, INT, -OID, -B, or -MISC, can import their data into TurboTax®. Also, any Baird client receiving Form 1099-R that is enrolled in Baird Online can import their data into TurboTax®. To register for Baird Online, contact your Baird Financial Advisor or locate one at locatebaird.com.



5. Will I still receive my Baird tax documents in the mail?
Yes. You will continue to receive your Baird Tax Statement in the mail. The Baird Tax Statements are the official documents sent to the IRS and the TurboTax® service is not a substitute for your printed Baird Tax Statements. This import feature provides you with the opportunity to import your Baird tax-related data into your TurboTax® return, reducing manual entry of data, but should not be considered an official record. Please review the imported data against the printed Baird tax forms.


6. How much does the TurboTax® import service cost?
Importing Baird tax-related data into your TurboTax® return is free to all Baird Clients. Please note that traditional Internet usage fees may apply.


7. Do I need to be on Baird’s website to import the information?
No. The TurboTax® program provides an import feature that will import the relevant tax information. Please see our TurboTax® Import Instructions for more information.


8. Which IRS 1099 tax forms can I import from Baird?
Baird provides information from IRS Forms 1099-DIV (Dividends and Distributions), 1099-INT (Interest Income), 1099-B (Proceeds from Broker and Barter Exchange Transactions), 1099-MISC (Miscellaneous Income), 1099-OID (Original Issue Discount), 1099-OID REMIC (Real Estate Mortgage Investment Conduit), 1099-INT WHFIT (Widely Held Fixed Investment Trust) and 1099-R (Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.) available for import into your TurboTax® return.



9. If I am a beneficiary of a decedent IRA, will I be able to import IRS Form 1099-R from Baird?
No, Baird does not support the import of IRS Form 1099-R (Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.) for beneficiaries. These specific items will need to be entered manually into TurboTax®.


10. Will TurboTax® products interact with Baird’s Quicken® download service?
No. The Quicken® download service Baird offers is primarily for tracking transactions and holdings. Baird does not recommend or support the effort of using the Quicken® downloaded data for income tax purposes. Your printed Baird Tax Statement is the official record used as a basis for importing into your TurboTax® return.



11. When will TurboTax® import data be available for download?
For IRA accounts receiving a Form 1099-R and accounts receiving a Baird Tax Statement in Wave I, TurboTax® import data will be available beginning February 15, 2018. TurboTax® import data for accounts receiving a Baird Tax Statement in Wave II will be available on or before March 1, 2018. Import data for accounts receiving a Baird Tax Statement in Wave III or REMIC/WHFIT data will be available on or before March 15, 2018. See for additional information regarding mailing dates of the 2017 tax documents.


12. Who should I contact if I have trouble importing the data?
For technical questions about TurboTax® product installation, usage (including preparing your return) and functionality, please visit turbotax.intuit.com/support/.

If you are having difficulty with the import process, please contact Baird Online Support at 888-212-8843. Since the TurboTax® program is a third-party application; there are limitations to what support Baird can offer in the import process.


13. What if I do not see Robert W. Baird & Co. as a Financial Partner to import tax information from within the TurboTax® program?
If you do not see Robert W. Baird & Co. (1099 Tax Statement) or Robert W. Baird & Co. (Form 1099-R) in the list of available Financial Partners, you will need to process the TurboTax® program update. Within TurboTax®, go to the menu option: Online > Check For Updates and follow the on-screen prompts. When the update completes, please attempt the import again. Please visit the TurboTax® Import Instructions for more information on how to initiate the import process or visit turbotax.intuit.com/support/ for more details.


14. What information do I need to log in to use the TurboTax® import?
To import your Baird Tax Statement into TurboTax® you will need your Account Number and Document ID. Please see “” for help locating your Account number and Document ID number.

To import your Baird Form 1099-R into TurboTax®, you will need your Account Number, Baird Online Username and Password. If you have misplaced or forgotten your Baird Online password, please see “”


15. What if I misplaced my Baird Online password?
If you have misplaced or forgotten your Baird Online password, contact Baird Online Support toll free at 888-212-8843, or request a temporary password.



16. Where do I find my Account Number and Document ID?
Your Account Number and Document ID can be found in the upper right-hand corner of the Baird Tax Statement. Your Baird Tax Statement will be mailed to you and will also be available electronically on Baird Online > Account Information > eDocuments > Tax Forms.

TurboTax FAQs




17. What information from my Baird Tax Statement will not import into the TurboTax® return?
The following items of the Baird Tax Statement will not import into Turbo Tax® and will require the information to be manually entered into the Turbo Tax® program

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