Problem importing tax documents from Raymond James

Forum|Forum|1 year ago
April 9, 2025
1 reply
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When entering 11 digit document id for Raymond James import get an error message "Following fields have limits" and says to enter 11 digit id. I have entered the 11 digit id on my paper documents and get this error. I have contacted my Raymond James rep and he says there has been no indication of a problem on their end. I have been using Turbotax for many years and never had this problem. If this isn't resolved this will be the last year I use it and I will be sure to make sure everyone knows about this issue. By the way I see complaints online that others are having the same issue with importing from other companies.

CatinaT1

If you are using TurboTax Online, try importing using a different browser. Make sure any VPN or Anvi-Virus is turned off.

See the following TurboTax Help articles for potential fixes:

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rustylaw47Author

Sorry, I am not using Turbotax online. I'm using a download. So this does not address my problem. I have document ID and input it to turbotax. It does not accept the code a returns the message about the limited number of characters and ask for the 11 digit document number, which I have already input. Can you explain why this is happening?

rustylaw47Author

No response yet. Really? There is a problem and I have not received anything close to workable solution. On the surface this would appear to be a glitch in the software. I am just trying to import dividend and interest data and IRA RMds, so nothing complicated. I guess I will have to manually input the data. At this point I have no confidence that there are other issues that will occur. Good bye Turbotax.