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Investors & landlords
As of Feb 18 ,2023 I have seen and downloaded 1099 from TD Ameritrade to my computer, but when I tried to import it to Turbotax, after putting in Acc # and Doc # (11 characters) the message below kept popping up and program will not import anything
"Document ID (11 characters, e.g. A12B3456CD7): Please enter the 11-character Document ID without spaces from your Form 1099 (top right corner). "
That was exactly what I did, NO GO. Called Turbotax Feb 17, representative advised to wait a few hrs and tried again. I waited overnight I tried this morning, it did exactly the same. I 've used Turbotax for more than 20 yrs. It has never happened with TD Ameritrade. By the way, I used the same procedure with Vanguard (same yr 2022) It worked
Please advise,
Pretty frustrating