TurboTax wants me to import now, but where do I find the document ID?

Forum|Forum|2 years ago
February 27, 2024
1 reply
15 views

I received an email from intuit saying my docs are ready for import, and to do so today:

"TD Ameritrade tax forms are ready.

Import now

Your form(s) are ready to go. Last year you filed:

1099-INT Interest income

1099-DIV Dividends, capital gains and distributions

1099-B Sales, barters and redemptions of securities

Import, upload or enter your tax forms today. Save time with our automated options and ensure nothing is missed out."

When I try to import, it asks for account number and document ID. Where do I find the document ID without having the physical document? If turbotax is telling me it's ready to import and to do it today, are they going to give me a document ID somewhere? I don't see a place to get it from intuit,

LindaS5247

Level 14

You can try the following to find your document ID:

Go online and log into your account. Review your brokerage report. Your account number and document numbers are shown at the top.
Try downloading your consolidated statement. Your Document ID is at the top of the first page.

Click here for "What if I Can't Import my 1099-R?

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probable_causeAuthor

Level 2

>Go online and log into your account. Review your brokerage report.

I can't, it's Ameritrade and after becoming Schwab I can't log in to Ameritrade anymore. I spoke to Schwab already and they told me there would be a separate Ameritrade 1099 set coming.

I got ahold of turbotax support yesterday, they confirmed the email I got was misleading. I can't import the Ameritrade information 'today' because I don't have the document ID from a printed copy yet.

JohnB5677

Level 15

Ameritrade should be sending a separate 1099-B as the person at Schwab said. It should have been here by now. You may have to contact Ameritrade to confirm they have sent it out.

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