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  • OSJ@wealthplanfinancial.com

Tax Software Support

  2. For Clients
  3. Tax Software Support

Import Tax Data to a Tax Software Service

Our clients can import eligible tax forms from Wealthscape Investor into TurboTax, H&R Block and TaxAct.

  • Forms Eligible for Import –1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1099-OID and 1099-R.
  • Tax Form Availability – Availability of tax forms on Wealthscape Investor is subject to their production schedule each year. Forms in later populations will not be available for import until they are produced.
  • Accessible Tax Data – Each tax service software will only pull tax data for accounts that are linked to the Wealthscape Investor ID used during the import process.

We recommend using the National Financial Services (NFS) Tax Statement Guides or the tax software service for information regarding importing NFS tax information. Should you face any technical issues, please contact your tax software service directly as they will have the most up to date information on how to import into their system.

Quicken® Support

Our clients can download account information directly into Quicken. It’s an easy way to integrate account information, monitor your cash flow and track expenses by categories such as meals, clothing and travel. For more information on how to download your brokerage account information into Quicken, please contact Quicken Support directly here.

Address

3540 Toringdon Way Suite 200
Charlotte, NC 28277

Phone

(704) 357-1099

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Click Here for Cambridge’s Form CRS 2.

    Registered Representatives of Cambridge Investment Research, Inc., are collectively registered in the following states for the sale of securities products: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MS, MT, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI & WV.

    Cambridge Investment Research Inc., and WealthPlan Financial Group are not affiliated. 

    The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

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