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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.