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Get your taxes done using TurboTax
My feedback for this invalid-doc-id case: I agree with IMovertaxed 100%. Tonight I updated my TurboTax, attempted to import same document but unfortunately same doc id format error occurred. My questions:
1. Does the case closed by TurboTax have a resolution? Like a description of the software fix going into which update (date or release #)?
2. Do users get to see the summary of each update?
3. How do I find out which level of update my TurboTax 2021 is currently at? And if that level has this fix we need? Without this info, we are kind of shooting in the dark hoping problem will work with the next update.
Issue with today's update:
Even attempt to import one of my alpha-numeric ids failed with latest update:
After I keyed in the TD Ameritrade, account #, doc id (letters+numbers), a list of documents with the correct totals were located and are ready for import. So I clicked the "Import now" button, it says document is being imported. Next dialoge asked about special circumstances. I clicked "none of these apply to me". Next screen puzzles me:
Confirm your financial institution info:
Name of Institution <blank>
Account Number None
As both were already keyed in previously in order to retrieve and import the docs, I clicked continue. Nothing happens. I was stuck on that screen (stuck even if I provided name & account #, again). I can only go back and like I expected, the import failed internally and only an entry of "Untitled" with all blanks was listed. This gets me really worried now. It seems to be getting worse!