7/25/2023 0 Comments Login turbotax account numberHowever, 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.įor assistance with Intuit’s TurboTax® program, visit their support website at Intuit Lacerte, Intuit ProSeries, and Intuit Tax Online Once imported, the TurboTax® 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 TurboTax® 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 “Import Investment Income” step, you will see a list of brokerage firms that offer downloads. ![]() (Consult the Help section within the TurboTax® program or contact their support center for instructions.)
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