Download Your HJ Sims Documents into TurboTax

Dear Valued Client,

As you may know, the Internal Revenue Service has adjusted the start date for filing 2020 tax returns to February 12, 2021. 

HJ Sims is pleased to provide you with the ability to download your HJ Sims 2020 account tax documentation directly into TurboTax. Import 1099-DIV, 1099-INT, 1099-B, 1099-OID, 1099-MISC and 1099-R tax forms directly into the tax preparation software.

1. Simply open your TurboTax session and follow the instructions to access your Pershing® NetXInvestor™ account.
2. Select NetXInvestor as the financial institution from which you would like to download your tax documents.
3. Using your NetXInvestor login and password, choose the tax documents you would like downloaded.

Following the instructions from NetXInvestor will provide the steps to assist you with importing your HJ Sims tax documents into TurboTax. HJ Sims does not support the TurboTax software. Please direct any questions about preparing your tax return using TurboTax directly to TurboTax.

Please reach out with any further questions. Thank you for your continued trust,

HJ Sims

This information is subject to change without prior notice, and it was not intended, nor written to be used, as a substitute for specific tax or legal advice. HJ Sims does not provide tax or legal advice. Please consult a tax professional. HJ Sims is not affiliated with Internal Revenue Service, Pershing NetXInvestor or  TurboTax.