![]() ![]() The imported data may not include all adjustments or information necessary in the preparation of your tax return, including but not limited to, a REMIC Form 1099-OID, Form 1099-C, or secondary market information for bonds. The Service Providers support the import of data from IRS Forms 1099-DIV, 1099-INT, 1099-OID, 1099-MISC, closed tax lots for Schedule D completion. The data is periodically updated to reflect adjustments as indicated on any subsequent "Amended" 1099 tax forms. Your imported tax data is based on information known to The Service Providers and relates only to accounts that are registered with The Service Providers Access Online. 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. ![]() Although The Service Providers are providing the tax information import as an additional service, The Service Providers do not guarantee that the information provided is sufficient for tax reporting purposes, and The Service Providers are not liable for your reliance upon or use of the import feature or the data provided through such feature. It is essential that you complete the TurboTax and LaCerte Interview and/or Review processes in their entireties to ensure that all of the Access Online information is correctly reported to the IRS and/or the state(s) to which you report.īe sure to verify the information that you import 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 tax information imported from The Service Providers' Access Online to your TurboTax and LaCerte return may not be all of the information required for you to properly complete the investment income portion of your tax return. Carefully Review All Information You Import With Your Records ![]() 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. ALTHOUGH THE SERVICE PROVIDERS ARE PROVIDING THE TAX INFORMATION IMPORT AS AN ADDITIONAL SERVICE, THE SERVICE PROVIDERS DO NOT GUARANTEE THAT THE INFORMATION PROVIDED IS SUFFICIENT FOR TAX REPORTING PURPOSES, AND THE SERVICE PROVIDERS ARE NOT LIABLE FOR YOUR RELIANCE UPON OR USE OF THE IMPORT FEATURE OR THE DATA PROVIDED THROUGH SUCH FEATURE. IT IS ESSENTIAL THAT YOU COMPLETE THE TURBOTAX AND LACERTE EASYSTEP INTERVIEW AND/OR REVIEW PROCESSES IN THEIR ENTIRETIES TO ENSURE THAT YOUR TAX INFORMATION IS CORRECTLY REPORTED TO THE IRS AND/OR THE STATE(S) TO WHICH YOU REPORT.īE SURE TO VERIFY THE INFORMATION THAT YOU IMPORT 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 TAX INFORMATION IMPORTED FROM THE SERVICE PROVIDERS' ACCESS ONLINE TO TURBOTAX AND LACERTE PRODUCTS 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. IT IS IMPORTANT THAT YOU CONSULT A PROFESSIONAL TAX ADVISOR REGARDING YOUR INDIVIDUAL TAX SITUATION. NEITHER YOUR BROKER, Wells Fargo Clearing Services, LLC, NOR ITS AFFILATIES (COLLECTIVELY, THE SERVICE PROVIDERS) PROVIDE TAX ADVICE. ![]()
0 Comments
Leave a Reply. |
Details
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |