Raymond James has been granted an extension to produce statements.
This is important information regarding the mailing or your 1099 Tax Information Statement from Raymond James. It also contains valuable information on items you you may wish to upload directly from Raymond James to TurboTax.
In an effort to reduce the number of amended 1099 Tax Information Statements sent to clients, Raymond James has been granted an extension of time to produce the statement on some accounts. Raymond James will notify you by mail on or around February 2 if your 1099 will be delayed. Delayed 1099 statements will be mailed to clients by March 2.
There is good news for TurboTax users. Clients who use Intuit’s TurboTax software for tax preparation will be able to import data from their Raymond James, Heritage or RJ Bank 1099 tax statement.
TurboTax offers several versions of software with different levels of service: Basic, Deluxe, and Premier. Each version will provide you with the opportunity to view, import and edit data reflected on your1099 statement. If you received a consolidated statement that includes Raymond James and/or Heritage and/or RJ Bank, you will have an ID number on each account.
Financial Insights and Raymond James are pleased to bring you this service to simply the preparation of your taxes.
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