I'm trying to link my TD Ameritrade to my TurboTax and after entering my account number and 1099 Document number I'm asked to double check the info. Escape is the option?
052427
1 Best answer
Critter
Level 15
Jun 5, 2019 11:57:33 PM
Importing from any of the broker's accounts will not be available until sometime in February ... try again later.
5 Replies
Critter
Level 15
Jun 5, 2019 11:57:33 PM
Importing from any of the broker's accounts will not be available until sometime in February ... try again later.
alexdclark93
New Member
Jun 5, 2019 11:57:35 PM
Hello! Actually it worked perfectly! I was entered my login number instead of the actual account number.
Critter
Level 15
Jun 5, 2019 11:57:36 PM
For a 1099-R maybe but any 1099-B forms should not be imported until they are considered FINAL ... doing it any sooner could require amending the return later.
CynicalTaxpayer
New Member
Jun 5, 2019 11:57:39 PM
This makes no sense...it's available now, but TurboTax is still saying I need to wait...or I can have the "pleasure" of manually entering it.
Critter
Level 15
Jun 5, 2019 11:57:40 PM
Available as a PDF and available to import are 2 separate things ... check with them for the date ... usually it is not until after 2/15. Also importing prior to the final form being issued is not wise.