Find current tax schedules and connect to your Investor 360 account to TurboTax and Quicken below. If you have any questions, please contact the Financial Planning Service Center at 1-800-288-3425, x8429.
- Tax Cuts and Jobs Act of 2017
- 2017 tax rates, schedules, and contribution limits
- Investor 360 Turbo Tax setup
- Investor 360 Quicken setup (download only)
- Tax form guide and mailing dates
The Investment Professionals of Think Financial Planning are Registered Representatives and Investment Adviser Representatives with/and offer Securities and Advisory Services through Commonwealth Financial Network(r), Member FINRA/SIPC, a Registered Investment Adviser. Investments are not FDIC insured, not bank guaranteed, not insured by any federal agency and may lose value. Fixed insurance products offered by CES Insurance Agency, Think Insurance, or Think Financial Planning. Think Financial Planning is headquartered at 5200 Members Pkwy NW, Rochester, MN 55901. Check the background of this firm on FINRA's BrokerCheck.
This information is provided for new customers who live or work in Minnesota, and for existing customers residing in the states of AR, AZ, CA, CO, FL, IL, IN, IA, KS, KY, MA, MD, MI, MN, MO, MT, NM, NV, NY, ND, NC, OH, PA, SD, TN, TX, UT, VA, WA, WI, WY. No offers may be made or accepted from any resident outside of these states due to various state regulations and registration requirements regarding investment products and services.