Insights & Resources

As a Baird client, you may import your Baird Tax Statement (e.g. Forms 1099-DIV, -INT, -B, -MISC, -OID), REMIC/WHFIT Tax Statement (e.g., 1099-INT, -OID) and Form 1099-R (for Retirement Accounts) into TurboTax®.

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Baird eDelivery FAQs

As a Baird Client, you (and your tax preparer) may download your Baird Tax Statement (e.g., Forms 1099-DIV, -INT, -B, -MISC and -OID) directly into a CSV (comma-separated values) file.