Raymond James Clients

www.raymondjames.com

At Form8949.com, we help you minimize the time and expense of complying with the tax reporting requirements related to your stock trading activity.

If you use a Tax Pro, you can save your tax preparer time and save tax preparation fees. If you use tax software, we can help you either (1) import your data into H&R Block, TaxAct, or TurboTaxtax or (2) generate a PDF file for attachment to your return.

All for as little as $12.00.

Open Financial Exchange (OFX) Server

Raymond James hosts an OFX server from which your 1099-B realized gain and loss information may be retrieved by our program.

To retrieve information from their server, you will need the following information:

  • Account Number
  • Document ID     

Regarding the above, they indicate:
To import data from your Raymond James Composite Form 1099 or 1099-R, enter the respective Account Number and Document ID without spaces for each tax form. 1099s will be available beginning 2/15; delayed 1099s will be available either 2/28 or 3/15.


If you have additional or newer information regarding Raymond James downloadable files, please email us at support@form8949.com .