Having trouble importing from Raymond James

[pgifford35]

When I try to import from Raymond James it asks for an account number and Document ID not login and password as it did last year.  Please advise

[MarilynG1]

Raymond James must have changed their way of accessing your tax documents.

If your Sign In to your account there, there may be a Document ID that you need to download your 1099s into TurboTax.

You can always enter them manually, too.

Click the link for more info on Importing 1099s into TurboTax. 

[Woody_Tree]

Had the same issue today.  RJ has changed their login process to a "two-step" login process. Thus the importing of data is different. The instructions need to be more clear.

1) First you must separately log into RJ on your computer.

2) Then in TurboTax, enter the Account # and Document ID # as prompted (these two #'s can be found on the 1099 forms that RJ provided you or found on those forms in your account.

I guess security has its price and in today's world we can never be too secure.

Steve

[coloradouser]

The Raymond James import is not working for me.  I tried to enter my user id and password into the account number and document id, that did not work.  I then logged into RJ on my browser and looked at my tax statements, but could not find any 'document id'.  Turbo Tax says that the tax statement information can be entered manually.  OK, fine.  Now can Turbo Tax give specific instructions to import tax statements from Raymond James?  that information would be more helpful than doing it manually.  Or, if Turbo Tax can not supply that information, maybe they should remove Raymond James from their list of supported brokerages for import.

[mesquitebean]

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@coloradouser wrote:

The Raymond James import is not working for me.  I tried to enter my user id and password into the account number and document id, that did not work.  I then logged into RJ on my browser and looked at my tax statements, but could not find any 'document id'.  Turbo Tax says that the tax statement information can be entered manually.  OK, fine.  Now can Turbo Tax give specific instructions to import tax statements from Raymond James?  that information would be more helpful than doing it manually.  Or, if Turbo Tax can not supply that information, maybe they should remove Raymond James from their list of supported brokerages for import.

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If you can't find the Account Number and Document ID on your 1099 or included paperwork, you should phone Raymond James support for assistance with locating it on your form.

Once you have those numbers, the TT instructions on the import screen say to enter them without spaces.   If you still have problems importing after you have the numbers, here's how to reach TurboTax Support:

Hours are 5AM-9PM Pacific (8AM-12 Midnight Eastern), 7 days/week

You can use this contact form to get a phone number, or it may schedule a callback:
https://support.turbotax.intuit.com/contact

[mesquitebean]

Hours are 5AM-9PM Pacific (8AM-12 Midnight Eastern), 7 days/week

You can use this contact form to get a phone number, or it may schedule a callback:
https://support.turbotax.intuit.com/contact

[mesquitebean]

Hours are 5AM-9PM Pacific (8AM-12 Midnight Eastern), 7 days/week

You can use this contact form to get a phone number, or it may schedule a callback:
https://support.turbotax.intuit.com/contact

[teacherspetfla]

I no but it would take a long time for me to enter all the information I’ll wait till they fix it or call Raymond James

[SlaydeMD]

Woody_tree is right, except, a few of Reymond James 1099 still give the "Invalid Sign-on". They are smaller docs anyway. Just mark them manual and keep going. The big ones will work. You also have to return to file>import again for each document.