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Here are some possible solutions to successfully import your TD Ameritrade 1099:
- Inputting the Document ID is case sensitive. Read more from this user: https://ttlc.intuit.com/community/taxes/discussion/re-i-cannot-import-1099-info-from-td-ameritrade-i...
- Be certain to obtain the Document ID from the 1099 within TD Ameritrade's website. The downloaded PDF may contain an incorrect Document ID for import. This post provides more insight: https://ttlc.intuit.com/community/taxes/discussion/re-td-ameritrade-consolidated1099-download/01/278...
- For additional solutions that have helped users import 1099s, refer to the Troubleshooting section of the following Help Article: What if I can't import my 1099? - Intuit
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‎February 28, 2023
10:13 AM