TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Level 2

Question

downloading 1009-R

Forum|Forum|3 years ago
February 14, 2023
3 replies
25 views

I am trying to enter my account number and 11 digit document number, per Raymond James tax documents. But Turbo Tax continue to give me errors on needing to enter my 11 digit document number without spaces. How do I get past this error?

Level 2

not sure, but are you following this suggested procedure on this other Raymond James import question? https://ttlc.intuit.com/community/taxes/discussion/having-trouble-importing-from-raymond-james/00/1091371

Level 15

Make sure you are entering the account number and document ID manually and not copying and pasting it. If the suggestions in the above thread do not resolve the issue, you may need to enter your 1099 manually.

What if I can't import my 1099?

@travelamerican

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

travelamericanAuthor

Level 2

Thank you for the answers. I figured out I had to capitalize the letters of the account and Doc #