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K
khschaar
February 2, 2022
Question

I'm trying to import my tax doc from Raymond James but having problems with the "Document ID", what is the format needed, Please

  • February 2, 2022
  • 1 reply
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1 reply

E
EbonyA
February 3, 2022

You would input the document ID as listed on the 1099 received. Is there a specific error message that you are receiving as it relates to formatting? in the meantime please take a look at this resource.

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    K
    khschaarAuthor
    February 5, 2022

    Appreciate your help, thank you 

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