Robert W. Baird & Co. Incorporated ("Baird" or “we”) does not provide tax advice. It is important that you consult a professional tax advisor, the IRS or the state(s) to which you report regarding your individual tax situation.
Baird or its third party service providers (including Sungard Financial Services LLC - Wall Street Concepts ®) shall provide you the ability to electronically access certain tax-related information contained on your Baird Tax Statement (e.g., Forms 1099-DIV, -INT, -B, -MISC and –OID) through a database or other third party software via 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’s web site (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 Download into a CSV file Against the Printed Baird Tax Statement
Be sure to verify the information that you download into a CSV file (Comma Separated Values) against the printed Baird Tax Statement. Please note that not all information from the printed Baird Tax Statement is supported by the download into a CSV file service. Some information from the Baird Tax Statement must be manually entered into the professional tax accounting software including but not limited to items from the “Non Reported Income, Fees, Expenses and Expenditures” section on page 2 of the Baird Tax Statement (e.g., taxable accrued interest paid, margin interest, partnership distributions). In addition, please carefully review Forms 1099-B of the Baird Tax Statement 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).
Unless we otherwise notify you in writing, any information provided through the Service shall not be deemed to supersede or replace your Baird Tax Statement or any corrected Baird Tax Statements. The printed Baird Tax Statement is the official form 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 Statement 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 you the ability to download the data contained on 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.
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). It is important to understand that the Baird Tax Statement data downloaded into a CSV file 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(s).
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 CSV file Download Data
Your downloaded Baird Tax Statement data into a CSV file is based on information known to Baird. The data is periodically updated to reflect adjustments as indicated on any subsequent corrected Baird Tax Statements. Baird supports the download of data from IRS Forms 1099-DIV, 1099-INT, 1099-B, 1099-MISC, 1099-OID, 1099-OID REMIC and 1099-INT WHMT. The downloaded data may not include all adjustments or information necessary in the preparation of your tax return(s).
The CSV downloaded Baird Tax Statement data containing your tax information is subject to amendment and, if applicable, Baird will issue you a corrected Baird Tax Statement.
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.