H&R Block® & TurboTax® Integration
If you are using H&R Block® or TurboTax® software to complete your 2015 taxes, Investor360°® can now save you time by accurately transferring the investment account information you’ll need to complete your federal return. Take a look at the following brochures for instructions on how to access, select, and import everything you need safely and easily:
Hopefully this will make preparing your return for 2015 a little easier. As always, please contact us with any comments or questions.
If you are not signed up for Investor360 access, contact us to get started.