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Using Personal Financial Software


You can automatically import your fund account transactions into Quicken personal financial software.

Transaction descriptors have been expanded to provide a more consistent and accurate labeling of information.

Quicken users have the ability to download 18 months of transaction history. Upon sign-in, go to the home page, look for the “I am here to” column on the left side and select DOWNLOAD TRANSACTIONS.



You can also automatically import your 1099–DIV, 1099–B and 1099–R forms into your TurboTax®–assisted tax return.1


You’ll need to provide your ID and password when using these services.2 Don’t have an ID and password? Register now.

For questions about setting up the import process, check the support section on TurboTax.

After you import tax form information to your TurboTax return, carefully review and compare all items on your TurboTax return against the information you received on the tax forms that were mailed to you. You must ensure that all entries on those forms are correct and accounted for based on your individual tax situation. Please note that Franklin Templeton cannot provide technical assistance for TurboTax Online products. Refer to TurboTax for more information.

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  1. The use of the TurboTax branded tax preparation software and web-based products is governed by Intuit’s applicable license agreements. Intuit, the Intuit logo, TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit, Inc. in the United States and other countries and are used with permission. Intuit is not affiliated with Franklin Templeton Investments or its affiliates. Intuit is solely responsible for the information, content and software products provided by Intuit. Franklin Templeton cannot guarantee that the information and content supplied by Intuit is accurate, complete, or timely, or that the software products provided produce accurate and/or complete results. Franklin Templeton disclaims any liability arising out of your use (or the results obtained from, interpretations made as a result of, or any tax position taken in reliance on information provided pursuant to, your use) of these Intuit software products or the informaiton or content furnished by Intuit.

  2. By entering your user ID and password in TurboTax or TurboTax Online, you authorize Franklin Templeton to transmit your tax information to you for your TurboTax return or to TurboTax Online for your TurboTax Online return. TurboTax Online is an independent site that is not affiliated with Franklin Templeton and has terms and conditions, privacy and security policies, or other legal information may be different from those of Franklin Templeton's site. Franklin Templeton is not liable for any direct or indirect security, technical or system issues, consequences, or damages arising as a result of the transfer of your tax information to you or TurboTax Online.

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