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New Member
posted Mar 11, 2024 4:30:39 PM

Where is the Document ID on my Raymond James 1099-R forms

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1 Replies
Expert Alumni
Mar 12, 2024 8:56:14 AM

Raymond James, allows you to download your 1099 information from the Client Access portal.  The information you download should contain the tax ID and your document ID.  If you can't find it you should contact them for the information.