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Get your taxes done using TurboTax
TD Ameritrade says there is no restriction on my account and this is a TurboTax issue. Below is part of their email response. I already tried having a TurboTax representative shadow into their software. They saw how one of my accounts imported fine and the other one with the all numeric Document ID popped the message and doesn't allow the import. I was then told to contact TD.
TD Ameritrade: We show everything is working properly on our end so the issue remains either with the software or how it is being entered. We would recommend working with TurboTax and possibly having them shadow into the software and assist you with entering the information if you continue to have trouble.
‎February 17, 2022
7:02 AM