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Investor360°® Makes Tax Time Easier

With April 17 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.

We hope that this makes preparing your return for 2017 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.