Can the 1099 information from our Robert W. Baird account be imported into Turbotax this year? If it can, how is this done?

[NancyG · Accepted solution]

You can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-OID, or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax Partner program.

When you get to the place in TurboTax where we ask if you received that form, answer Yes and we'll give you the option to import.

You can also jump straight to that section by searching for the 1099 form number in TurboTax and then clicking the Jump to link in the search results.

Tip: When selecting your financial institution or brokerage from the list, be sure to select the right one. For example, several participating partners' names start with First National Bank and if you select the "wrong" First National Bank, you won't be able to import.

Related Information:

• Which 1099 forms can be imported?
• Which 1099 forms are not available for import?
• When will I be able to import my 1099?

[westsider]

No - it does not look like we can. TurboTax asks initially for an Account # and a Document ID. This does not work and there is no place to enter my password for my Baird account. ANy conbination I could think of did not work either.

[VolvoGirl]

For Baird?  Looks like you can under Robert W. Baird & Co.

https://www.intuit.com/partners/fdp/implementation-support/tax-import/program-overview/partner-list/... 

[westsider]

Yes, looks like you can but it won't login with my credentials that work on the website.

[VolvoGirl]

Did you ask them what login you should use?  Maybe they've taken down the import.  

[westsider]

OK - I only have one login but a good idea. I'll as them if they have taken it down.

[westsider]

Baird does work but the instructions confused me. Don't use the credentials from the Baird website. Locate your 1099 and use  Account # and a Document ID listed on 1099. This works fine. Must be some sort of custom portal they set up and not a website login.