downloading 1009-R

[travelamerican]

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?

[retiredsquared]

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/00/10...

[MichelleLO]

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 

[travelamerican]

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