Re: When importing tax documents from Fidelity, Raymond James... What is Turbo tax looking for wh...

When importing tax documents from Fidelity, Raymond James... What is Turbo tax looking for when it says "Document ID"? (Form # doesn't work...)

posted

The Document ID is usually found in the upper right-hand corner of your tax document (1099). If you don't see it, please reach out to your broker to request it.

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I have turned off VIP Access by Symantec in the past which is my MFA for logging into Fidelity. I can no longer turn off MFA. Now, how will I import my Fidelity files?

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When importing tax documents from Fidelity, Raymond James... What is Turbo tax looking for when it says "Document ID"? (Form # doesn't work...)

When importing tax documents from Fidelity, Raymond James... What is Turbo tax looking for when it says "Document ID"? (Form # doesn't work...)

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When importing tax documents from Fidelity, Raymond James... What is Turbo tax looking for when it says "Document ID"? (Form # doesn't work...)

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When importing tax documents from Fidelity, Raymond James... What is Turbo tax looking for when it says "Document ID"? (Form # doesn't work...)

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