TurboTax^® Import Instructions

As a Baird client, you may import your Baird Tax Statement (e.g. Forms 1099-DIV, -INT, -B, -MISC, -OID), REMIC/WHMT Tax Statement (e.g., 1099-INT, -OID) and Form 1099-R (for Retirement Accounts) into TurboTax^®. You may also download your Baird account information into Quicken^® financial management software.

The instructions below will provide the steps to assist you with importing your Baird tax-related data into Turbo Tax^®. Robert W. Baird & Co. does not support the TurboTax ^® software; you may direct your questions to Intuit^®, the company that supports TurboTax^®.

Note: Baird offers a separate service to download your Baird Tax Statement directly into a CSV (Comma Separated Values) file which can then be electronically transferred into most professional tax accounting software – click here for information.

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

Frequently Asked Questions
The answers to many frequently asked questions regarding the TurboTax^® Import can be found on the FAQ’s webpage. Additional technical questions should be directed to Intuit^®, the company that supports TurboTax^®.

Importing Baird Tax-Related Data Into Your TurboTax^® Return:

1. If you have not already started your TurboTax^® return, from the File menu in TurboTax^®, select New Tax Return.
2. From the File menu select Import, and then select From Financial Institution.
3. In the box labeled I’m looking for: type Robert W. Baird & Co.
   1. Importing your Baird Tax Statement (e.g. Forms 1099-DIV, -INT, -B, -MISC, -OID), and REMIC/WHMT Tax Statement (e.g. Forms 1099-INT, -OID):
      4. Select Robert W. Baird & Co. (1099 Tax Statement) from the scrolling list box and click Continue.
      5. From the Sign on to Robert W. Baird & Co. (1099 Tax Statement) screen:
         • Enter your Baird eight-digit account number (no dashes)
         • Enter your Document ID (including dashes - e.g. 123456-789)
         • Click Continue (a dialog box will appear to let you monitor the status of the download process).
      6. Proceed to Step 7 below to continue importing your tax information into your TurboTax^® return.
   2. Importing your Form 1099-R:
      4. Select Robert W. Baird & Co. (Form 1099-R) from the scrolling list box and click Continue.
      5. From the Sign on to Robert W. Baird & Co. (Form 1099-R) screen:
         • Enter your Baird eight-digit account number (no dashes)
         • Enter your Baird OnLine User ID
         • Enter your Baird OnLine password
         • Click Continue (a dialog box will appear to let you monitor the status of the download process).
      6. Proceed to Step 7 below to continue importing your tax information into your TurboTax^® return.

7. Your tax forms will appear on the These Documents Are Now Ready for Import: screen. To view the details of each document, click View Details to the right of the document. A dialog box will appear detailing the items TurboTax^® will import; when you are finished reviewing the details, select Close to return to the These Documents Are Now Ready for Import: screen.
8. Click Import Now to import the selected items into your TurboTax^® return (a dialog box will appear to let you monitor the status of the download).
9. From the Import Summary screen, select Done.
10. Click Continue to begin the TurboTax^® interview process.

If you have multiple accounts with Baird, please repeat the above steps for each account to import the relevant tax information for each account into your TurboTax^® return.

Helpful Hint:
To review the data imported into your TurboTax^® return at any time, go to the Tools menu in the TurboTax^® program and select My Tax Data (a dialog box will appear to show the details. Items with Import listed in the Source column are items that were imported from Baird or another financial institution); select Cancel when you are finished reviewing the information.

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Baird can only assist you with the technical download. If you have any trouble after downloading, you will need to contact TurboTax^® for assistance. TurboTax^® is a registered trademark of Intuit Inc. and is used with permission.

TurboTax^® and TurboTax^® Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries. Intuit Inc. is not affiliated with Robert W. Baird & Co. Incorporated and is solely responsible for the information provided by Intuit Inc. for users of TurboTax^® software. Robert W. Baird & Co. Incorporated cannot guarantee that Intuit Inc. supplied information and content are accurate, complete, or timely and does not make any warranties, conditions, guarantees, or representations regarding the results obtained from such use.

It is important to understand that the tax information imported into TurboTax^® products may not be all of the information required for you to properly complete the investment income portion of your federal and/or state tax return. It is essential that you complete the TurboTax^® Interview and/or Review processes in their entireties to ensure that all imported information is correctly reported to the IRS and/or the state(s) to which you report.

Be sure to verify the information that you import with your own records in order to ensure accurate and complete reporting of all required tax information on your federal and/or state tax return(s). Although Baird is providing the tax information import 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, the IRS, or the state(s) to which you report.

The printed Baird 1099 tax forms are the official record of 1099 information maintained at Robert W. Baird & Co. Incorporated. Robert W. Baird & Co. Incorporated disclaims any liability arising from the use of TurboTax^® software or the content furnished by Intuit Inc., including but not limited to, any resulting information obtained from such use, or interpretations of information made as a result of such use.