I have my 1099 on my TD Ameritrade account but turbo tax isn't linking as I provide my account # and document ID

[RayW7]

I can't help you with the download if it's not working properly, but I can give you an alternative that is better than manually entering each transaction.  You can enter summary totals for each asset sale category.  It will require you to mail a copy of your Form 1099-B along with Form 8453 (which TurboTax will generate).  To do this in TurboTax Online,

 Click on Search

• In the Search Window type 1099-B
• Click on Jump to 1099-B
• Click + Add an Account (if the account you were trying to download is showing, delete it first)
• Answer Yes to "Did you get a 1099-B or a brokerage statement for these sales?"
• Click on "I'll type it in myself"
• Select your Bank or brokerage and click Continue
• On the page with "Tell us about your ... 1099-B" click the button "I'll enter a summary for each sales category"
• Enter your Investment Sale information and repeat to you have entered for each category.

Form 1099-B, Proceeds from Broker and Barter Exchange Transactions is used to report the sale of stocks, bonds, mutual funds, and other securities to the IRS.

You can get multiple 1099-B forms where each one reports a single sale, or a consolidated 1099-B where the details of each sale is broken out by line item.

[427Cobraxxx]

I'm having the same issue.  My login for my account is correct but the login from Turbotax is asking for the 9 digit account number.  This not the login for my account.  This appears to be an issue on the Turbotax side asking for the account number and not the login name?

[daniel-haitz]

This appears to be the issue... this is the only place I knew to post - do we need to reach out to their technical team or something? 

[DaveF1006]

if you are having issues with the import feature, you may need to enter your forms manually in the return. If you have a large number of transactions to report, please view this Turbo Tax link for instructions on entering Summary Stock Transactions.

As far as technical issues, this is usually a miscommunication between our server and your financial institution and sometimes difficult for a technical team to determine a cause.