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. 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. Click Continue to begin the TurboTax ® interview process.
From the Import Summary screen, select Done.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).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. To view the details of each document, click View Detai ls to the right of the document. Your tax documents will appear on the These Documents Are Now Ready for Import: screen. Enter your Document ID as displayed on the Baird Tax Statement.Enter your Baird eight-digit account number (no dashes).from the scrolling list box and click Continue. In the box labeled I’m looking for: type Robert W.From the File menu select Import, and then select From Financial Institution.If you have not already started your TurboTax ® return, from the File menu in TurboTax ®, select New Tax Return.
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Failing to install the most recent updates may cause your import to be unsuccessful. You will be prompted to install any available updates upon opening or installing TurboTax ®. You may direct your questions about preparing your return using TurboTax ® software to Intuit ®, the company that supports TurboTax ®.īefore beginning to import your data, install any TurboTax ® updates from Intuit ®. Baird does not support the TurboTax ® software. The instructions provide the steps to assist you with importing your Baird tax-related data into TurboTax ®.
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