Tax Integration

Investor360º Makes Tax Filing Easier!

If you are a user of either the web-based or desktop version of H&R Block® or TurboTax, you can now import your tax information from Investor360º. With just a few short steps, all the key tax data you need is safely, accurately, and easily transferred directly into your electronic return.

With these integrations, you’ll do away with:

  • The need to gather together a year’s worth of statements
  • The task of keying in data from multiple sources
  • The worry associated with either missing or incorrectly transcribing important tax information

Investor360°® can save you time and aggravation by accurately transferring the investment account information you’ll need to complete your federal return.  Download the helpful guides below for instructions on how to access, select, and import everything you need into H&R Block® or TurboTax, safely and easily.

 

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