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Turbo Tax

Account View Makes Tax Time Easier

With Tax Deadline around the corner we want to remind you that if you are using the popular Turbo Tax Software, Account View can save you time and aggravation by accurately imputing the investment account information you will need to complete your federal tax return.

I have included a helpful step by step brochure for instructions on how to access, select, and import everything you need.

We hope this makes Tax Time easier and less stressful for you.   Click here for Tax Guide