Frequently Asked Questions

Download the Baird Tax Statement into a CSV File

       
      

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The answers to many frequently asked questions regarding the CSV file download can be found below. Also, please visit our Instructions to Download the Baird Tax Statement into a CSV file web page for an overview of the downloading process.

By using the CSV file download process, you are agreeing to the Robert W. Baird & Co., Inc. CSV File Download Terms and Conditions.

Click on a questions to view the answer.

  1. What are the benefits of downloading my Baird Tax Statement into a CSV file?
  2. Who can download their Baird Tax Statement into a CSV file?
  3. What is the web site address used to download the CSV file?
  4. What information do I need to download the Baird Tax Statement into a CSV file?
  5. Where do I find my Account number and unique Document ID on the Baird 2014 Tax Statement?
  6. What information from the Baird 2014 Tax Statement will be included in a CSV file download?
  7. If I have multiple accounts at Baird, will I need to download a CSV file for each account?
  8. What information from Forms 1099-DIV, INT and MISC will be downloaded into a CSV file?
  9. What information from Forms 1099-B will be downloaded into a CSV file?
  10. What information from Forms 1099-OID will be downloaded into a CSV file?
  11. What information from the Baird Tax Statement will not be downloaded into a CSV file?
  12. Will Partnership distributions be downloaded into a CSV file?
  13. Will the Baird Form 1099-R be downloaded into a CSV file?
  14. When will the Baird 2014 Tax Statement be available to download into a CSV file?
  15. When will the Baird 2014 REMIC/WHMT Tax Statement be available for download into a CSV file?
  16. If I receive a corrected Baird 2014 Tax Statement, will I need to download a new CSV file?
  17. Will the CSV file import into Turbo Tax®?
  18. Who should I contact if I have questions with a CSV file download?
  19. Who should I contact if I have questions about importing the CSV file into my professional tax accounting software?
  20. Why is my CSV file not downloading?

  1. What are the benefits of downloading my Baird Tax Statement into a CSV file?
    A CSV file can be electronically imported into most professional tax accounting software, thus eliminating the majority of the manual data entry and saving considerable time for you and your tax preparer.
     
  2. Who can download their Baird Tax Statement into a CSV file?
    Any client (or their tax preparer) who receives a Baird 2014 Tax statement will be able to download the tax data into a CSV file (note: you do not need to be registered for Baird OnLine to download into a CSV file).
     
  3. What is the web site address used to download the CSV file?
    You can go directly to the secure CSV file download site at: https://taxdownload.wsc.com/csv-547

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  4. What information do I need to download the Baird Tax Statement into a CSV file?
    You will need your Account number and unique Document ID, which can be found on your Baird 2014 Tax Statements.
     
  5. Where do I find my Account number and unique Document ID on the Baird 2014 Tax Statement?
    Your account number and unique Document ID are located on page 1 of your Baird 2014 Tax Statement.
    CSV Information
     
  6. What information from the Baird 2014 Tax Statement will be included in a CSV file download?
    The applicable Forms 1099-DIV, -INT, -B, -MISC and -OID as indicated on your Baird 2014 Tax Statement will be included in the CSV file download. Certain items on the Baird 2014 Tax Statement will not download into a CSV file – refer to question #11. (Note: if you have multiple accounts at Baird, you will need to download each account separately.)
     
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  7. If I have multiple accounts at Baird, will I need to download a CSV file for each account?
    Yes, you will receive a separate Baird 2014 Tax Statement for each reportable account held at Baird. You will need to download multiple CSV files using each separate Account number and unique Document ID. Remember to save each CSV file to your computer using a unique file name.
     
  8. What information from Forms 1099-DIV, INT and MISC will be downloaded into a CSV file?
    Only the IRS box totals of Forms 1099-DIV, INT and MISC of the Baird Tax Statement will be included in the CSV file.
     
  9. What information from Forms 1099-B will be downloaded into a CSV file?
    Each detailed transaction listed on Forms 1099-B from the Baird Tax Statement will be included in the CSV file including: short-term covered, short-term noncovered, long-term covered, long-term noncovered and undetermined term.

    Please carefully review Forms 1099-B for any Undetermined Term transactions (e.g., missing cost basis and/or missing acquisition date) as these items will require manual adjustment to properly reflect on your tax return(s).
     
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  10. What information from Forms 1099-OID will be downloaded into a CSV file?
    The applicable IRS box totals of Forms 1099-OID for each security from the Baird Tax Statement will be included in the CSV file.
     
  11. What information from the Baird Tax Statement will not be downloaded into a CSV file?
    • The “Non Reported Income, Fees, Expenses and Expenditures” (e.g. paid, margin interest, partnership distributions) section on page 2 of the Baird Tax Statement will not be included in the CSV file.
    • Regulated Futures Contracts (e.g., section 1256 contracts) from Form 1099-B boxes 8, 9, 10 and 11 are not supported by the CSV file download.
    • The “Adjustments to Interest and Original Issue Discount” (e.g. taxable accrued interest paid) is not supported by the CSV file download.
    • Tax exempt original issue discount located beneath the 1099-INT on page 2 of the Baird Tax Statement will not be included in the CSV file.
    • Form 1099-R and Form 1090-Q will not be included in the CSV download.

    The items listed above must be manually entered into the professional tax accounting software as they are not supported in a CSV file download. In addition, any Undetermined Term transactions of Form 1099-B (e.g., missing cost basis and/or missing acquisition date) will not be complete in the CSV file download. Undetermined Term transactions will download partially but will require manual adjustment to properly reflect on your tax return(s).
     
  12. Will Partnership distributions be downloaded into a CSV file?
    No, Partnership distributions will not be included in a CSV file download.

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  13. Will the Baird Form 1099-R be downloaded into a CSV file?
    No, Baird does not support the download of Form 1099-R into a CSV file.
     
  14. When will the Baird 2014 Tax Statement be available to download into a CSV file?
    The CSV file download will be available as soon as you receive your Baird 2014 Tax Statement. Generally, the Baird 2014 Tax Statements will be mailed: February 16, 2015 (for Wave I accounts) and March 16, 2015 (for Wave II accounts). See rwbaird.com/taxes for additional information regarding the Baird 2014 Tax Statement Mailing Dates.
     
  15. When will the Baird 2014 REMIC/WHMT Tax Statement be available for download into a CSV file?
    This CSV file download will be available as soon as you receive your Baird 2014 REMIC/WHMT Tax statement (on or before the IRS due date of March 16, 2015). It is important to note that the CSV file download on March 16, 2015 will contain the tax related data for both the Baird 2014 Tax Statement and the Baird 2014 REMIC/WHMT Tax Statement combined.
     
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  16. If I receive a corrected Baird 2014 Tax Statement, will I need to download a new CSV file?
    It depends on the professional tax accounting software being used and how it accommodates corrected tax data. The CSV file download will be updated each time a corrected Baird 2014 Tax Statement is issued. Please refer to the instructions for your specific software program to determine how to process corrected tax data.
     
  17. Will the CSV file import into Turbo Tax®?
    No, Baird offers a separate service to import the Baird Tax Statement into Turbo Tax ®. Please review the Turbo Tax Import Instructions for information.
     
  18. Who should I contact if I have questions with a CSV file download?
    You may contact Baird’s 1099 Help Line at 1-888-RWB-1099.
     
  19. Who should I contact if I have questions about importing the CSV file into my professional tax accounting software?
    You should call your specific software program provider with any questions about importing a
    CSV file.
     
  20. Why is my CSV file not downloading?
    If your browser settings have been modified, these changes might cause problems downloading the CSV file. Reset your browser settings to their default settings and try downloading the CSV file again.

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It is important to understand that the download of the Baird Tax Statement into a CSV file may not contain all of the information required for you to properly complete the investment income portion of your federal and/or state tax return(s).

Be sure to verify the information that you download 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 download of the Baird Tax Statement into a CSV file 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 CSV download service or the data provided through such service. 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 Tax Statement is the official record of Forms 1099 information maintained at Robert W. Baird & Co. Incorporated. Robert W. Baird & Co. Incorporated disclaims any liability arising from the use of the Service, Sungard Financial Services LLC (Wall Street Concepts) ® software and/or the content furnished by or through any third party, including but not limited to, any resulting information obtained from such use, or interpretations of information made as a result of such use.

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.