Turbotax intuit login software#

Please contact Computershare if you are unable to import information related to a holding serviced by Computershare. Information will only be available for import after the forms have been printed and mailed, or otherwise delivered. What if one of my holdings has not produced or mailed tax forms? If you require additional forms, they can be accessed via Computershare’s Investor Center or Employee Online websites, depending on the type of holding. Computershare will attempt to return all your available tax forms, based upon the account information you provide, however it remains your responsibility to validate that all information is returned. Tax forms related to stock options and bonds are not available for import. What if all tax forms from Computershare are not returned? You will be able to directly import 1099DIV and 1099B tax information for Computershare-administered registered shareholdings, including dividend reinvestment and direct stock purchase plans. What types of tax information can be imported to TurboTax from Computershare? The Control number is printed in a shaded box on your tax form(s) provided to you by Computershare. The Control Number is the customer specific identifier located on your tax forms sent by Computershare.

What is the Control Number and where do I find it? Frequently Asked Questions I see that I need a Control Number to access my Computershare tax information.

Computershare is happy to inform users of TurboTax® tax preparation software that they are now able to directly import 1099DIV and 1099B tax information for Computershare-administered registered shareholdings, including dividend reinvestment and direct stock purchase plans.Ĭomputershare is the only transfer agent offering immediate import of tax-related data to TurboTax for registered shareholders – providing the same convenience users are accustomed to for their employers’ W-2 forms, as well as their bank and brokerage investment account 1099s. Loan Administration and Agency Services.Log-in to Alternative Investment Portal.I am a financial advisor/broker or custodian.

Turbotax intuit login software#