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Level 2
posted Feb 6, 2023 2:42:49 PM

Couldn't import stock brokerage data from TD Ameritrade as of 2/5/2023, anyone has this problem resolved?

0 7 1240
7 Replies
Intuit Alumni
Feb 7, 2023 8:33:38 AM

Is there an error message being received?

Level 3
Feb 18, 2023 11:57:27 AM

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

 

 

 

 

 

 

 

Intuit Alumni
Feb 21, 2023 11:40:54 AM

For information on what to do if you can't import your 1099, please visit the help article below. @bntax_2023

 

What if I can't import my 1099? - Intuit

Level 3
Feb 23, 2023 8:26:12 PM

I have this same problem. I spoke with a TurboTax person without any success from them

Intuit Alumni
Feb 28, 2023 9:46:02 AM

If you are using TurboTax Online, you may want to try a different browser or try clearing out your browser's cache and cookies. Please see How do I delete cookies? and How to clear your cache for more information.


Please see What if I can't import my 1099? for instructions. Additionally, please keep in mind that the Document ID is case sensitive. 

@anthony340 
 

Level 2
Mar 8, 2023 6:37:56 AM

Are you using a VPN? If so, disconnect and retry. You may need to restart, interrupt the VPN connection (or disconnect if it connects) then launch Turbo Tax and retry. This worked for me. 

Level 1
Mar 22, 2023 5:15:57 PM

I had the identical problem, but solved it by using uppercase letters when entering the Document ID.

Turned out that it is case sensitive.