@coloradouser wrote:
The Raymond James import is not working for me. I tried to enter my user id and password into the account number and document id, that did not work. I then logged into RJ on my browser and looked at my tax statements, but could not find any 'document id'. Turbo Tax says that the tax statement information can be entered manually. OK, fine. Now can Turbo Tax give specific instructions to import tax statements from Raymond James? that information would be more helpful than doing it manually. Or, if Turbo Tax can not supply that information, maybe they should remove Raymond James from their list of supported brokerages for import.
If you can't find the Account Number and Document ID on your 1099 or included paperwork, you should phone Raymond James support for assistance with locating it on your form.
Once you have those numbers, the TT instructions on the import screen say to enter them without spaces. If you still have problems importing after you have the numbers, here's how to reach TurboTax Support:
Hours are 5AM-9PM Pacific (8AM-12 Midnight Eastern), 7 days/week
You can use this contact form to get a phone number, or it may schedule a callback:
https://support.turbotax.intuit.com/contact
