When tax forms are available, account owners can import their tax data to TurboTax from Liberty. When account owners use the TurboTax software for their tax filing, they will be able to select Trust Company of America from a list of financial institutions from which tax data is imported. The tax payer’s current Liberty login and password will be used as authentication of their identity and ability to import account tax data.
Please read more about Turbo Tax - Importing Tax Data from Liberty....
Please contact your Relationship Manager if you any questions or concerns about these posts.