Tax Tools & Resources
If you're using Turbo Tax or H&R Block software to prepare your 2017 return,
can save you time and
aggravation by accurately
transferring the investment
account information you will need to complete your federal
return. Follow the steps in the
Turbo Tax User Guide
H&R Block User Guide
to see how easily Investor360 works.
Looking for more information?
is a tool provided by National Financial Services as a resource for you to find important tax and regulatory information related to your brokerage account(s). The site features a section on Tax Statement Guides where you can get important information to help you complete your annual tax return, learn more about your 1099 Consolidated Tax Statement and more. Please note that the material presented on this site is for information purposes only and does not constitute tax or legal advice.