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Frauny
New Member

Raymond James

Tried to download various 1099's and investment info from Raymond James. Got the message that said, in part, "This import was unsuccessful. There isn't any tax-related info to import right now." I previously downloaded a 1099R from RJ and it worked fine.  Contacted RJ and they said all was well on their end.

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‎March 19, 2025 10:50 AM
last updated ‎March 19, 2025 10:50 AM
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CatinaT1
Employee Tax Expert
Employee Tax Expert

Raymond James

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:

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‎March 20, 2025 2:29 PM
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