Does Raymond James brokerage participate in financials transfer to turbo tax

triston216 · ‎June 6, 2019

mesquitebean · ‎June 6, 2019

Yes, Raymond James is a participating import partner with TurboTax. But not all Online versions support all types of 1099 importing. What kind of 1099 do you have to import--1099-B, 1099-DIV, 1099-INT, etc. And what edition are you using? It says online Free Edition by your username above; is that correct?

Or are you using a desktop CD/download edition installed on your computer?

In the Online products, the Free Edition and online Deluxe Edition cannot handle 1099-B, Schedule D, Form 8949. Premier or higher is required when using the Online version.

All of the desktop products can handle a 1099-B, Schedule D, Form 8949, etc.

See screen image:

View solution in original post

mesquitebean · ‎June 6, 2019

Yes, Raymond James is a participating import partner with TurboTax. But not all Online versions support all types of 1099 importing. What kind of 1099 do you have to import--1099-B, 1099-DIV, 1099-INT, etc. And what edition are you using? It says online Free Edition by your username above; is that correct?

Or are you using a desktop CD/download edition installed on your computer?

In the Online products, the Free Edition and online Deluxe Edition cannot handle 1099-B, Schedule D, Form 8949. Premier or higher is required when using the Online version.

All of the desktop products can handle a 1099-B, Schedule D, Form 8949, etc.

See screen image:

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Does Raymond James brokerage participate in financials transfer to turbo tax