15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277
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
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: