Raymond James hosts an Open Financial Exchange (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:
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.
Please email us at firstname.lastname@example.org with new information if any of the above is out-of-date or incomplete.