Here's some info provided by another user:
"You must view the form within the TD website environment, you do not want to download the form into a PDF. When you do that, TD will change the Document ID because you have changed the format of the form making it possible for it to be altered. Turbo Tax will only import the form according to the document id as it is shown within the TD program environment. Obviously TD believes this is a security measure to ensure that you get the actual form exactly as provided to you from TD. It also proves to the IRS that the form is legit and in no way was altered."
So if you are trying to Download, then import, here's advice provided by Expert @DaraLO:
"Here are some possible solutions to successfully import your TD Ameritrade 1099:
- Inputting the Document ID is case sensitive.
- Be certain to obtain the Document ID from the 1099 within TD Ameritrade's website. The downloaded PDF may contain an incorrect Document ID for import.
- For additional solutions that have helped users import 1099s, refer to the Troubleshooting section of the following Help Article: What if I can't import my 1099? - Intuit"
Click this link for more info on Ameritrade Downloads.
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