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Insights & Resources

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Turbo Tax Instructions

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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Bunching Tax Deducations

Bunching expenses, particularly charitable gifts, in one year rather than over multiple can provide added tax benefits, especially after the latest tax law changes. And combining that plan with a donor-advised fund can compound the tax savings.

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CVS Files

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.

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