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You will need to know your Raymond James account number and your document ID. Your document ID will be located on your Raymond James statement or Form 1099-B statement. If you do not know your document ID, you will need to contact your Raymond James representative to obtain this information.

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

  1. Click on the Federal tab. On smaller devices, click the menu icon in the upper left-hand corner, then select Federal
  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

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