Tax Information

With April 18 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 2016 just a little less stressful. As always, we encourage you to call us at 785-856-7500 with any comments or questions you may have.