How to: Import Tax Data into TurboTax® or H&R Block®
As a First County Advisor client, you may be able to import details from your tax forms into programs from TurboTax and H&R Block – saving you time and ensuring accuracy!
Frequently Asked Questions
What can I import?
For non-retirement accounts, you may import Forms 1099 DIV/INT/B & 1099-MISC. For retirement accounts, you may import your 1099-R.
How does it work?
Using your unique Tracking ID found at the bottom of your Tax Information Statement (pictured below), your tax information will be automatically mapped into the appropriate fields on your tax form.
Can my tax advisor use this feature?
Yes! If your tax advisor uses TurboTax or H&R Block they can import your tax information.
What if I have difficulties?
If you have questions, or difficulties with the import, please call your Advisor, or visit FirstCountyAdvisors.com for step-by-step screenshots and how to’s.
Can I import into other programs?
Unfortunately, the ability to import your tax data is limited to TurboTax and H&R Block at this time.
How to Import Your Information
One you’ve received your tax forms, you are ready to get started, using the Tracking ID at the bottom. If you have multiple accounts, all related tax form data for your Tax ID Number (TIN) should be imported at the same time.
TurboTax
Select the type of form you are looking to import.
Search for and select First County Advisors (be aware of similar looking names).
Add in the Tracking ID Number found at the bottom of your tax information statement, with your Social Security Number (or Tax ID Number) to access your tax information.
Your tax forms have now been imported into TurboTax for use in your tax filing.
H&R Block
Click “Interest, Dividends, and Capital Gain Distributions,” and select the type of form you are looking to import.
Search for and select First County Advisors (be aware of similar-looking names).
Add in the Tracking ID Number found at the bottom of your tax information statement, with your Social Security Number (or Tax ID Number) to access your tax information.
Your tax forms have now been imported into H&R Block for use in your tax filing.
Investments in stocks, bonds, mutual funds or other marketable securities are not a deposit or other obligation and are not guaranteed by First County Advisors, the Wealth Management Division of First County Bank; are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other federal government agency; and are subject to investment risks, including possible loss of the principal invested. This is not an offer or recommendation of particular investment products or services nor is it intended to provide specific financial, legal or tax advice. When First County Bank is acting solely as a custodian of assets, First County Advisors does not provide investment advice, research, or recommendations, or solicit transactions in connection with accommodation trades.
