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New Member
posted Jun 4, 2019 6:16:12 PM

How do I import my Raymond James account information?

0 3 799
3 Replies
Expert Alumni
Jun 4, 2019 6:16:14 PM

Please read the TurboTax FAQ for more information how to import your 1099 (TurboTax Partner program) https://ttlc.intuit.com/replies/3389470

New Member
Feb 17, 2020 12:13:34 PM

For 2018 I was able to locate the que to download my financials;  but unable to do so for 2019.  that was a real feature then.  paul - [email address removed]

Expert Alumni
Feb 17, 2020 12:32:04 PM

Maybe this link will work for you to help get your Raymond James information into TurboTax.