Investor 360°® Makes Tax Time Easier

Dan Kutzke By | On February 12, 2019

With April 15 on the horizon, I wanted to let you know that, if you’re using TurboTax or H&R Block software, Investor360°® can save you time and aggravation by accurately transferring the investment account information you’ll need to complete your federal return. Take a look at these helpful brochures for instructions on how to access, select, and import everything you need into TurboTax or H&R Block, safely and easily. The disclaimer located at the bottom of the page within the Statements & Documents section of Investor360° provides useful information as well.

TurboTax brochure

• H&R Block brochure

We hope that this makes preparing your return for 2018 just a little less stressful. As always, we encourage you to call us with any comments or questions you may have. And if you haven’t already signed up for Investor360°, there’s never been a better time to do so. Just give us a call to get started.