Tax Form Downloads to TurboTax®

Winslow and TurboTax® are teaming up to make your tax season easier! Now you can save time and reduce errors by downloading your Winslow account tax information directly into TurboTax®.

Tax forms eligible for download include:

  • 1099-B (Proceeds from Broker and Barter Exchange)
  • 1099-DIV (Dividend Income)
  • 1099-INT (Interest Income)
  • 1099-MISC (Miscellaneous Income)
  • 1099-OID (Original Issue Discount)
  • 1099-R (Retirement Plan Distributions)

 

Get started:

If you already have online access to your Winslow accounts:

  • Purchase the latest version of TurboTax® that supports tax filing for 2016
  • To download your tax forms using a TurboTax® CD: In TurboTax®, select the “File” menu, select “Import,” and then select “From Financial Institutions.” Select “NetXInvestor™” from the list of participating financial institutions. A page will appear prompting you to enter your financial organization number, ID and password. This is the same ID and password used for logging in to access your Winslow account information.
  • To download your tax forms using TurboTax® Online: In TurboTax® Online, the application will ask if you want to download tax forms during the User Interview. You will be prompted to enter your Winslow login information.

 

If you do not have online access to your Winslow accounts:

  • Complete Winslow’s online account access form here. Submit the completed form to your Winslow financial representative. Winslow will create your login credentials and provide you instructions to access your account.
  • Once your online account access has been activated, follow the steps above under “If you already have online access to your Winslow accounts.”

 

If you are unsure if you have online access to your accounts please contact your Winslow financial professional.