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TurboTax® Support

Clients can import eligible tax forms from Wealthscape Investor into TurboTax. The forms eligible for import are: 1099-B, 1099-DIV, 1099-INT, 1099-OID and 1099-R. Availability of tax forms on Wealthscape Investor is subject to their production schedule. In order to take advantage of this feature, clients can log into turbotax.intuit.com and enter their Wealthscape Investor ID and Password.

Step-by-Step Instructions for Importing into TurboTax Online

  1. On the TurboTax Welcome screen, click either Start Return or Continue Return. The TurboTax navigation bar appears. Please Note: If the client has not used TurboTax in the past and no personal profile is available, TurboTax will prompt the client to establish a Personal Info profile.
  2. On the TurboTax navigation bar, click Federal Taxes. The Federal Taxes page appears.
  3. Under the Income level, click Import Your Tax Info. The Your Income page appears.
  4. Select National Financial from the list of financial institutions and then click Proceed with Import.
  5. The Sign on screen appears. Clients should enter their Wealthscape Investor ID and Password and click Continue. The Tax Information screen appears displaying the tax information available to import.
  6. Select only the accounts you want to include in the import process. Please Note: The tax information for brokerage accounts with trading authorization is also presented for import. TurboTax will only pull back the same accounts linked to each Wealthscape Investor ID entered into TurboTax.
  7. Click Import Now to import the tax information into your tax returns. The Import Successful screen appears indicating the import process is completed. To cancel the process, click Skip Import.

Quicken®Support

Account information can be downloaded from Wealthscape Investor directly to Quicken. It’s an easy way to integrate account information, monitor cash flow and track expenses. For more information, please view the reference card below: