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Get your taxes done using TurboTax
Had the same issue today. RJ has changed their login process to a "two-step" login process. Thus the importing of data is different. The instructions need to be more clear.
1) First you must separately log into RJ on your computer.
2) Then in TurboTax, enter the Account # and Document ID # as prompted (these two #'s can be found on the 1099 forms that RJ provided you or found on those forms in your account.
I guess security has its price and in today's world we can never be too secure.
Steve
‎February 6, 2020
11:06 AM