TaxACT® Users

You can import tax data from your Raymond James brokerage accounts directly into TaxACT® program. Tax data includes the information from Form 1099-B.

To use the service, simply follow the steps outlined below by choosing Raymond James from the Brokerage or Software vendor drop-down menu in TaxACT, then enter the document identification number printed on your composite Form 1099 statement as directed. This “key” provides access to a summary of your Form 1099-B

Please note: It is extremely important that you verify information imported by TaxACT against your own records to ensure accurate and complete reporting of all required tax information.

Specifically, TaxACT downloads information from your Form 1099-B statement and from the supplemental Gain/Loss information provided on your form.

All other information from your Raymond James composite Form 1099 (1099-DIV, 1099-INT, 1099-MISC, 1099-OID, 1099-R) must be entered in manually. Please refer to your 1099 package for more detailed information.

Basic Instructions

To import your Raymond James account information into TaxACT, follow the steps below.

  1. Click on the Federal Q&A tab
  2. Click Investment Income to expand the section, then click Gain or loss on the sale of investments
  3. Click Stock Data Import
  4. Click Electronic Import
  5. Select Raymond James from the Brokerage or software vendor drop-down menu
  6. Enter your account number and document ID, then click Continue

Support

For assistance with TaxACT visit their support website at www.taxact.com and choose the support tab.

For assistance with your Raymond James tax documents, please contact your financial advisor or contact Client Services at 800-647-SERV(7378).