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Need Help Linking Makers’ Tax Documents?

Need Help Linking Makers’ Tax Documents?

February 15, 2023

We are happy to announce that your Makers’ accounts can be linked to TurboTax software in order to upload 2022 tax documents. Attached is a PDF with instructions for creating this link. 

Turbo Tax Importing Instructions

Most of your tax documents will be available by February 15, with any remaining items available in early March. Your portal will show you whether you have any pending tax documents and the date they will be ready. If you have questions about your specific account documents, please call (210) 864-4899 or text (210) 864-5001 the office.

Thank you,

JuliaGrace Walker, COO