How do I import 1099s from Raymond James?

Forum|Forum|6 years ago
July 29, 2019
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TurboTax Premier Online

xmasbaby0

Level 15

In order to import data from a financial institution like a bank or brokerage with which TurboTax is partnered, you need the user ID and password that your routinely use when you use the online services of that institution.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

gverseput

Level 2

In TurboTax Business, Raymond James does not appear as a financial or brokerage institution that can be downloaded. A number of other choices are available, but not Raymond James. Raymond James says they have a contract with TurboTax to do downloads, but RJ does not appear on the list. How to work around this?

VolvoGirl

Level 15

Are you using the Windows Business program or the personal Home&Business? I don't think you can import any 1099 to the Business program. If you are using a personal version I see there are 2 Raymond James listed here https://www.intuit.com/partners/fdp/implementation-support/tax-import/program-overview/partner-list/

Or maybe RJ doesn't have the 1099 import file ready yet.

Anonymous

after import, check carefully. TT takes no responsibility as to the import being correct or complete. Others have posted that that tax authorities have found errors in what was imported data. I know for a fact having a different brokerage that not all my 1099 info was imported.