Note that my old TDA Tax statements dating back to 2015 (9 years ago) are all accessible in PDF format on Charles Schwab's website. Storage space doesn't seem to be a concern for them -- thus that led me to thinking that the information for import, which is essentially the same as what's in the PDFs, has not been purged (at least not for space reasons).
The consolidated 1099 forms are identified by a (unique) Document ID. And I could no longer retrieve this old one via Turbotax import (IIRC, I did succeed doing this before in a prior year).
I use the Windows desktop version of TT, and I also tried turning off the Defender Firewall as suggested in https://ttlc.intuit.com/community/taxes/discussion/tdameritrade-1099-import-issues/00/3544581 but that didn't work for me. Please give it a try if you also use Windows.
Wonder if anyone has the "official word" from either Intuit or TD Ameritrade/Schwab stating whether this should work for prior years or not, so that we don't have to keep guessing or waste time trying?
