After doing your taxes, you could be told that you need to "upgrade" and pay for a more specialized online tax service.
TurboTax is a registered trademark of Intuit Inc.Like free checking - where many people who live paycheck-to-paycheck got hit with high overdraft fees over the years - many cannot bank on a free ride.
#TURBOTAX XOM PROFESSIONAL#
The introduction of these features means your tax professional will be able to take advantage of easy, web-based tax data import.įor assistance with Intuit’s TurboTax® program, your tax professional can visit their support website at: įor assistance with your Raymond James tax documents, please contact your financial advisor or contact Client Services at 800-647-SERV(7378). 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.įor assistance with Intuit’s TurboTax® program, visit their support website at Intuit Lacerte, Intuit ProSeries, and Intuit Tax Online
#TURBOTAX XOM SOFTWARE#
#TURBOTAX XOM DOWNLOAD#
You may also use TurboTax® for the Web (available at Don’t forget to follow instructions to download recent updates to the program.
#TURBOTAX XOM INSTALL#
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 “key” 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 TurboTax® software. You can import tax data from your Raymond James brokerage and Raymond James Bank accounts directly into Intuit’s TurboTax® program.