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,
You can try the following to find your document ID:
Click here for "What if I Can't Import my 1099-R?
>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.