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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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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After hours entering tax data, i noticed that i failed to import prev year's file. Can i do this WITHOUT having to start new return? If not, it would be nice feature. THX

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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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