topic Re: Problem importing tax documents from Raymond James in Get your taxes done using TurboTax

Problem importing tax documents from Raymond James

rustylaw47 — Wed, 09 Apr 2025 15:45:51 GMT

When entering 11 digit document id for Raymond James import get an error message "Following fields have limits" and says to enter 11 digit id. I have entered the 11 digit id on my paper documents and get this error. I have contacted my Raymond James rep and he says there has been no indication of a problem on their end. I have been using Turbotax for many years and never had this problem. If this isn't resolved this will be the last year I use it and I will be sure to make sure everyone knows about this issue. By the way I see complaints online that others are having the same issue with importing from other companies.

Re: Problem importing tax documents from Raymond James

CatinaT1 — Wed, 09 Apr 2025 16:18:03 GMT

If you are using TurboTax Online, try importing using a different browser. Make sure any VPN or Anvi-Virus is turned off.

See the following TurboTax Help articles for potential fixes:

Re: Problem importing tax documents from Raymond James

rustylaw47 — Wed, 09 Apr 2025 18:47:50 GMT

Sorry, I am not using Turbotax online. I'm using a download. So this does not address my problem. I have document ID and input it to turbotax. It does not accept the code a returns the message about the limited number of characters and ask for the 11 digit document number, which I have already input. Can you explain why this is happening?

Re: Problem importing tax documents from Raymond James

rustylaw47 — Thu, 10 Apr 2025 14:14:37 GMT

No response yet. Really? There is a problem and I have not received anything close to workable solution. On the surface this would appear to be a glitch in the software. I am just trying to import dividend and interest data and IRA RMds, so nothing complicated. I guess I will have to manually input the data. At this point I have no confidence that there are other issues that will occur. Good bye Turbotax.