Sharing to TurboTax | Phillips Wealth Planners

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Sharing to TurboTax

If you use TurboTax to file your taxes, we have an “easy” button for pulling in your investment account information.

If you use TurboTax to file your taxes, we have an “easy” button for pulling in your investment account information. In this video, you can walk through the steps of linking your Raymond James tax documents to your TurboTax account. Once you learn how to link Client Access to TurboTax, you’ll wonder why you never did it before!

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Sharing to TurboTax

If you use TurboTax to file your taxes, we have an “easy” button for pulling in your investment account information.
Watch

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