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New Member
posted Jun 5, 2019 11:57:32 PM

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?

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1 Best answer
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
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. 

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.

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.

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.

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.