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Turbo Tax

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. Your account number appears on your statement preceded by a three-digit fund code, use only the number after the dash (e.g., 310-12345 / account number = 12345).

Q. When may I import my 1099 tax form data into TurboTax®?
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 TurboTax® products?
A. Visit the TurboTax® website for more information about TurboTax® and how to import your 1099 tax form data.

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