TAXES: TurboTax and H&R Block

If filing via TurboTax or H&R Block:

• This year clients will have two options:

1. Clients can search for Axos Advisor Services in TurboTax and H&R Block to have their tax documents digitally migrated to TurboTax/H&R Block
2. Clients can download these files from the Axos Client Portal and then load them in TurboTax/H&R Block