topic Problem down loading TD Ameritrade 1099 information in Get your taxes done using TurboTax

Problem down loading TD Ameritrade 1099 information

drsturges — Mon, 23 Feb 2026 13:46:32 GMT

Like some other people, this problem broken on the TurboTax end. I can log onto TD Ameritrade and see the PDF version of my 1099, but I cannot download it into TurboTax. I am using the TD Ameritrade Account Number and eleven character Document ID, but TurboTax says there is no information.

I have used this facility in past years, and it has always worked. There are too many entries to do four accounts manually. Please fix this. Thanks.

Re: Problem down loading TD Ameritrade 1099 information

MoniqueLO_ — Fri, 31 Mar 2023 16:14:49 GMT

Please see What if I can't import my 1099? for instructions. Additionally, please keep in mind that if you are entering a Document ID it is case sensitive. So, if the Document ID is listed in all caps, you will want to enter it in all caps.

@drsturges

Re: Problem down loading TD Ameritrade 1099 information

drsturges — Sun, 02 Apr 2023 20:19:13 GMT

The problem started when the CD disk did not download for me like all the other years. So I downloaded online. That worked. But the downloading of 1099s from TD Ameritrade did not. The download from Charles Schwab did as usual. I followed your instructions including starting my return all over but to no avail. So I put it all in manually and hope I got it right. I noticed that other ;people had this problem last year and they, too, had to manulally put their 1099s in. It seems to me that if this was a MB situation, that it would have been corrected for this year. Thus, i am not happy about this problem. The rest of TurboTax Premier was better than last year's.

Re: Problem down loading TD Ameritrade 1099 information

Ken M2 — Wed, 03 Apr 2024 18:41:52 GMT

Thanks! I was having this same problem just now and entering the ID in all caps got it working. 🙂