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2025 TT Document ID Field Error
I am using the PC version of TT Premier that I downloaded from the TT site.
Issue - Downloading 1099's from Raymond James - I am getting an error message that I am typing in more than the 11 characters allowed in the Doc ID field.
Raymond James uses alpha-numeric ID structure with spaces that I removed the spaces when completing the data field.
I have successfully imported one set of 1099's from my Raymond James account but when trying to import the 1099's from a second Raymond James account I receive the error message immediately when clicking on the continue button.
Out of curiosity I entered eleven characters (all number 1's) in the Doc ID field and then clicked continue. I did not immediately the receive the error message and it appeared that the TT app was communicating with Raymond James and then returned a message "invalid sign on".
I also replaced the alpha characters in the doc ID with a number and the error message did not appear when clicking on continue but still hot the "invalid sign on" message. Something with the aloha characters.
I uninstalled the software, reinstalled it but still getting the same error message.
Any guidance would be helpful.
March 5, 2025
3:37 PM