If you use Intuit® TurboTax software for tax preparation, incorporating your Carillon account information will be simpler this year. That’s because data from your Carillon 1099 statements will now be accessible through the program.
You can import tax data from your Carillon account directly into Intuit’s TurboTax® program. Tax data includes the information from forms 1099-B, 1099-DIV and1099-INT. Downloading your tax data into the software prevents you from having to determine which information from which form needs to be entered into specific fields in the TurboTax® software.
To use the service, simply choose Carillon Asset Management from the financial institution drop-down menu in TurboTax, then enter your Carillon online access ID and password. If do not have an ID or password yet you can create here.
For assistance with Intuit’s TurboTax® program, visit their support Web site at www.turbotaxsupport.com.
For assistance with your Carillon tax documents, please contact your financial advisor or contact
Carillon Fund Services at 1.800.421.4184.
TurboTax is a registered trademark of Intuit Inc.