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- The Account and Document ID may be found in the header of the Baird Tax Statement.
- You may download the csv file or a zip compressed version of the file.
- The name of the download file is generic, you may wish to rename the file to something more meaningful.
- The file is structured such that the IRS form type (Forms 1099-DIV, -INT, -B, -MISC and -OID) is in the first column. The first instance of a form is a header record with the column names. You may need to groom the data for import into other applications.
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