I've spent hours on the phone between TD Ameritrade (Schwab) and Turbotax with no resolution
I've done my taxes for years and know what I'm doing. TD Ameritrade was bought by Schwab and kept their 1099's separate and very clearly have 2 separate import processes.
TD Ameritrade says the account/control # is correct and should work
The people at Turbotax tried to act like no one was having issues upon my 1st call to them, Ameritrade guy confirmed multiple brokerages were having an issue with Turbotax.
I can clearly see people with Ameritrade and Schwab 1099's have been having issues on this site
I got boilerplate email instructions and nothing specific for the TD Ameritrade issue.
Basically when I try to import my 1099B via the Import function, after I enter the account # and control ID as seen on my 1099, turbotax just beeps and doest move forward to even getting a chance to see/download any data. My 1099 was generated on 2/26/25
I want the import function to work as it has every year including with way more transactions in my past returns than this year. I dont want to do a summary and send 50 pages to the IRS with wash sales.
