jlnitzkin
New Member

entering income data --technical help

I have four accounts with Raymond James. I have a document for each account, each with an account name and document ID.  each includes dividend and interest income. When I put in the name and ID of the first account, it presented them back as username and password. How do I upload these four documents to TurboTax online, preimium.  I also have three 1099R's. The system asks me questions that are not on the 1099's I got from these respective employers.  How do I answer those questions?