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As a Baird OnLine client, you may import tax form 1099 from your account into TurboTax®. You may also download your Baird account information into Quicken® financial management software.
We only provided you with steps to assist you with importing your 1099. Robert W. Baird & Co. does not support the TurboTax® software; you may direct your questions to Intuit®, the company that supports TurboTax®.
Read Before Importing the 1099 Form
It is important to understand that the tax information imported from Baird OnLine to your TurboTax® return may not include all of the information required for you to properly complete the investment income portion of your federal and/or state tax returns. It is essential that you complete the TurboTax® Interview and/or Review processes in their entirety to ensure that all Baird OnLine 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.
Import instructions:
Using the EasyStep® Interview
Using the File Menu Option
Frequently Asked Questions
Should you have any questions or run into any difficulties, you may find your answers on the FAQ’s page. If you do not find the answer you are looking for contact Intuit®, the company that supports TurboTax®.
Using the EasyStep® Interview
Before completing the EasyStep® Interview import process, be sure to download any available TurboTax® updates.
- Select Start Return.
- From the EasyStep® menu in TurboTax®, select the Federal Taxes tab.
- In the EasyStep® Navigator dialog box underneath the Federal Taxes tab, select Income.
- From the Choose How To Enter Your Income screen, choose Select Specific Topics.
- From the Your Income Summary screen, select Start from Import Your Investments.
- From the Save Time By Importing Your Investments screen, select Import My Information.
- From the Retrieve Investment Income screen, select Robert W. Baird & Co. from the scrolling list box and select Retrieve Income.
- From the Access Your Tax Information screen, enter your Baird eight-digit account number (no dashes), Baird OnLine userID and password; then select Continue (a dialog box will appear to let you monitor the status of the download process).
- Your tax forms will appear on the Choose Information to Import screen.
- To view the details of each document, select the document and select Details (a dialog box will appear; when you are finished reviewing the details, select Close to return to the Choose Information to Import screen).
- To import the tax information from the documents listed on the Choose Information to Import screen, select Import Now. (When importing within EasyStep® all items are already checked and must be unchecked if the user does NOT want to import them).
- Select No from the Retrieve Successful screen.
- To review the data imported to the TurboTax® program, go to the Tools menu in TurboTax® and select My Tax Data (a dialog box will appear to show the details and the Source Column will identify the items that were imported); then select Close when you are finished reviewing the information.
- From the Review Your Imported Data screen, select Continue.
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Using the File Menu Option
- From the File menu in TurboTax®, select New Tax Return.
- Then from the File menu select Import, then select From Financial Partner.
- Select Robert W. Baird & Co. from the scrolling list box, then select Continue.
- From the Access Your Tax Information screen, enter your Baird eight-digit account number (no dashes), Baird OnLine userID and password; then select Continue (a dialog box will appear to let you monitor the status of the download process).
- Your tax forms will appear on the Choose Information to Import screen.
- To view the details of each document, place a check mark in front of each document from which you would like to import, then select Details (a dialog box will appear; when you are finished reviewing the details, select Close to return to the Choose Information to Import screen).
- To import the tax information from the documents listed on the Choose Information to Import screen, place a check mark in front of each document from which you would like to import, then select Import Now (a dialog box will appear to let you monitor the status of the download).
- From the Import Successful screen, select Continue.
- To review the data imported to TurboTax® software, go to the Tools menu in the TurboTax® program and select My Tax Data (a dialog box will appear to show the details and the Source Column will identify the items that were imported); then select Close 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®, TurboTax® Online and EasyStep, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries and are used with permission. 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 the information and content supplied by Intuit Inc. 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 from Baird OnLine to your TurboTax® return may not be all the information required for you to properly complete the investment income portion of your federal and/or state tax returns. It is essential that you complete the TurboTax® EasyStep Interview and/or Review processes in their entireties to ensure that all Baird OnLine information is correctly reported to the IRS and/or the state(s) to which you report.
Be sure to verify the information 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 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® products 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. |
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