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Get your taxes done using TurboTax
Tubo Tax for Mac OS. Build Date April 4th 2022.
I'm seeing exactly the same issues, I can only imagine that a solution must have been found by now.
This issue is only with TD Ameritrade, my Schawb account worked fine.
On the Import Screen:
After securing the connection, the account numbers and accounts are displayed in TurboTax.
Checking the check boxes, then "import now" button. 1-2 seconds pass and moves to the next screen. (Curious because it should have taken much longer to import that much data)
After clicking "none apply" on the next screen. The display is showing Name of Institution is: blank and Account Number is: blank.
Called TD Ameritrade the confirmed there is no issue on their end, and contact Turbo Tax.
‎April 5, 2022
10:51 AM