TurboTax® Terms and Conditions

         

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Robert W. Baird & Co. Incorporated ("Baird") does not provide tax advice. It is important that you consult a professional tax advisor regarding your individual tax situation.

Baird shall provide you the ability to electronically access certain tax-related information contained in your Baird tax documents via TurboTax® through your computer or other electronic device (the “Service”). Baird may cancel or change its provision of the Service at any time upon printed or posting of electronic notice to you. Your continued use of the Service following the posting or notice of any changes will constitute your acceptance of such changes. You agree not to attempt to access the Service if you do not agree to the terms of this Agreement.

In the event you use Baird OnLine (the “Site”) or the links included on the Site to gain access to an Internet location or electronic source of information of any company, organization or person other than Baird, you acknowledge that such other Internet Web sites or locations are not under the control of Baird and you agree that Baird shall not be responsible for any information or other links found at any such Web site or location or for your use of such information. Baird provides such links only as a convenience to you.

Carefully Review All Information You Import Against the Printed Baird Tax Documents
Be sure to verify the information that you import into TurboTax® against the printed Baird tax documents. Not all information from the printed Baird tax documents is supported by the TurboTax® import feature. Some information from the Baird tax documents must be manually entered into the TurboTax® program including but not limited to items from the “Non Reported Income, Fees, Expenses and Expenditures” section of the Baird Tax Statement (e.g., accrued interest paid on purchase, margin interest charged, master limited partnership distributions, etc.).

Unless we otherwise notify you in writing, any information provided through the Service shall not be deemed to supersede or replace your Baird tax documents or any "Corrected" Baird tax documents. The printed Baird tax documents are the official forms which Baird files electronically with the IRS. Per IRS regulations, if you are required to file a return, a negligence penalty or other sanction may be imposed on you if the income from the Baird tax documents is taxable and the IRS determines that it has not been reported. Remember, taxpayers are ultimately responsible for the accuracy of their tax returns.

Baird Does Not Provide Tax Advice
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. It is essential that you complete the TurboTax® Interview and/or Review processes in their entireties to ensure that you properly complete the investment income portion of your tax returns as the imported data may not accurately reflect all information needed for tax reporting.

Be sure to compare the data you import into TurboTax® against the printed Baird tax documents to ensure accurate and complete reporting of all required tax information on your federal and/or state tax return(s). You may be required to add, modify, delete or otherwise act upon some or all of the information that you import. Certain information may be imported; however, you may be required to make an affirmative choice as to how it should be accounted for on your federal tax return.

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.

About the Import Data
Your imported tax data is based on information known to Baird. The data is periodically updated to reflect adjustments as indicated on any subsequent “Corrected” Baird tax documents. Baird supports the import of data from IRS Forms 1099-DIV, 1099-INT, 1099-OID, 1099-MISC, 1099-B, 1099-OID REMIC, 1099-INT WHMT and 1099-R. The imported data may not include all adjustments or information necessary in the preparation of your tax return. Baird provides the following information sources to help you complete your tax return. We recommend that you read the following information:

The import data containing your tax information is subject to amendment and, if applicable, Baird will issue you “Corrected” Baird tax documents.

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