Download tax information from your Weitz Funds account
directly into TurboTax software.
Q. What is my Financial Institution?
A. The Financial Institution to select when
importing into TurboTax® is Weitz Funds.
Q. What is my Weitz Funds username and password?
A. You will use the same username and password
that you use to log in to your account at weitzinvestments.com.
Q. When may I import my 1099 tax form data into
A. Tax form data will be available to import
beginning 1/19/2022 for 1099-R and 1/29/2022 for 1099-Div / 1099-B.
Q. Where can I find more information about
A. Visit the TurboTax® website for more
information about TurboTax® and how to import your 1099 tax form data.