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Intuit now offers a suite of products (Intuit Lacerte, Intuit ProSeries, and Intuit Tax Online) that allow you to extend the capability of importing your tax data, similar to the current Turbo Tax functionality, to your tax professional. However, it is important for you to verify the imported information against your own records to ensure accurate and complete reporting of all required tax information.ДЇor assistance with IntuitвЂ™s TurboTaxВ® program, visit their support website at Intuit Lacerte, Intuit ProSeries, and Intuit Tax Online

Once imported, the TurboTaxВ® program will automatically report the information in the appropriate sections of your federal income tax return.

You may proceed with downloading any or all of the information, and it will be imported directly into the TurboTaxВ® software.

A list of available tax information will display.

Accounts related to Raymond James Bank and Eagle Family of Funds will have separate account numbers and document IDs.

For authentication purposes you will be prompted to enter your Account number and the document ID provided on your tax statement.Select Raymond James or Raymond James Bank from the list and proceed.

When you reach the вЂњImport Investment IncomeвЂќ step, you will see a list of brokerage firms that offer downloads.

(Consult the Help section within the TurboTaxВ® program or contact their support center for instructions.)

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TurboTaxВ® will walk you through the steps necessary to complete your tax return, or you may go directly to the data import step from the main menu (if using software version) or the Income tab (if using Web version).

Raymond vs raymond download download#

You may also use TurboTaxВ® for the Web (available at DonвЂ™t forget to follow instructions to download recent updates to the program.

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If you havenвЂ™t already done so, you will need to install and open your TurboTaxВ® program (any current version of the software).

Please refer to your 1099 package for more detailed information.

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You should confirm which information should be reflected and consult a qualified tax professional regarding your personal situation to ensure appropriate reporting. Specifically, Turbo Tax downloads information from your 1099 statement and from the supplemental Gain/Loss information provided in your 1099 package. Please note: It is extremely important that you verify information imported by Turbo Tax against your own records to ensure accurate and complete reporting of all required tax information. This вЂњkeyвЂќ provides access to a summary of all forms available to import you can view detailed information by selecting any form listed, then choose the import function to fill in your tax forms with the appropriate information. To use the service, simply choose Raymond James from the financial institution drop-down menu in TurboTax, then enter the document identification number printed on your 1099 statement as directed.

Downloading your tax data into the software assists you in automating the process of having to determine which information needs to be entered into specific fields in the TurboTaxВ® software. You can import tax data from your Raymond James brokerage and Raymond James Bank accounts directly into IntuitвЂ™s TurboTaxВ® program.