ANSWER: For TD Ameritrade, every document has a document ID that must be entered into Turbo Tax. So the customer has to first log into the appropriate TD website which they use (they will know which one) sign in, and where they view their forms (under My Account) they need to pull up each individual form and enter the document ID for that form. For most customers the website for TD will be : www.tdameritrade.com for others it might be www.advisorclient.com. It is according to what kind of an investment account they have set up with TD that determines which site. Also if the customer has indicated to TD that they want all forms mailed to them, they can find the form and in the upper right is the Document ID.
