Why can't I update my Raymond James 1099-R from last year?

jbeattyakamimi · ‎January 25, 2026

Why can't I import my new Raymond James 1099-R?

xmasbaby0 · ‎January 25, 2026

Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February. So if you are wanting to enter it sooner, you have to key it in by hand. Or….wait until it is available for import.

If you want to enter it manually, click the option that says “I’ll type it in myself”

**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.**

JamesG1 · ‎January 26, 2026

In TurboTax Desktop Premier, at the screen Let Us Enter Your Bank and Brokerage Tax Documents, I am able to access Raymond James accounts.

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Why can't I update my Raymond James 1099-R from last year?