topic Re: TDAMERITRADE 1099 IMPORT ISSUES!! in Get your taxes done using TurboTax

TDAMERITRADE 1099 IMPORT ISSUES!!

ChrisX1 — Thu, 06 Mar 2025 15:57:50 GMT

I've spent hours on the phone between TD Ameritrade (Schwab) and Turbotax with no resolution

I've done my taxes for years and know what I'm doing. TD Ameritrade was bought by Schwab and kept their 1099's separate and very clearly have 2 separate import processes.

TD Ameritrade says the account/control # is correct and should work

The people at Turbotax tried to act like no one was having issues upon my 1st call to them, Ameritrade guy confirmed multiple brokerages were having an issue with Turbotax.

I can clearly see people with Ameritrade and Schwab 1099's have been having issues on this site

I got boilerplate email instructions and nothing specific for the TD Ameritrade issue.

Basically when I try to import my 1099B via the Import function, after I enter the account # and control ID as seen on my 1099, turbotax just beeps and doest move forward to even getting a chance to see/download any data. My 1099 was generated on 2/26/25

I want the import function to work as it has every year including with way more transactions in my past returns than this year. I dont want to do a summary and send 50 pages to the IRS with wash sales.

Re: TDAMERITRADE 1099 IMPORT ISSUES!!

CatinaT1 — Thu, 06 Mar 2025 17:00:16 GMT

See this FAQ about Schwab: How can I fix my 1099 import issue?

Re: TDAMERITRADE 1099 IMPORT ISSUES!!

ChrisX1 — Thu, 06 Mar 2025 18:16:53 GMT

Nothing in your link is helpful for me

hey all TT employees: charles Schwab bought td ameritrade.

both have separate import processes

Re: TDAMERITRADE 1099 IMPORT ISSUES!!

CatinaT1 — Thu, 06 Mar 2025 18:18:55 GMT

Did you Enable Third-Party Access?

Re: TDAMERITRADE 1099 IMPORT ISSUES!!

ChrisX1 — Thu, 06 Mar 2025 18:36:16 GMT

TD Ameritrade import process is NOT the same as Schwab

there is nothing to enable

the 1099s come from 2 different sources

Re: TDAMERITRADE 1099 IMPORT ISSUES!!

redjackco — Thu, 06 Mar 2025 21:05:21 GMT

Just wanted to add that you're not alone. The Schwab 1099 imports fine but my TDA 1099 does not import after inputting my acct# and DocID. It starts "establishing a secure connection" then beeps and nothing happens.

Re: TDAMERITRADE 1099 IMPORT ISSUES!!

ChrisX1 — Thu, 06 Mar 2025 21:11:15 GMT

Yes its an issue

Denial is not a solution

thanks for confirming

Re: TDAMERITRADE 1099 IMPORT ISSUES!!

CatinaT1 — Thu, 06 Mar 2025 23:19:09 GMT

What happens if you change your password for Schwab? Sometimes TurboTax doesn't like some symbols in passwords and I have seen this work for others. Try that and let me know if that works.

Re: TDAMERITRADE 1099 IMPORT ISSUES!!

evonsdesigns — Thu, 06 Mar 2025 23:34:28 GMT

That doesn't work. Charles Schwab provided the TD Ameritrade 1099 but there's no Charles Schwab import. We have the account/document IDs for the TD Ameritrade 1099, but the import process does nothing when we enter them. Just shows "establishing secure connection..." then disappears.

I've already imported all my charles schwab accounts, so there's nothing to do there.

Re: TDAMERITRADE 1099 IMPORT ISSUES!!

ChrisX1 — Thu, 06 Mar 2025 23:44:06 GMT

Already did that but its irrelevant as other poster said

tdameritrade import is based on a document id number and account number

Re: TDAMERITRADE 1099 IMPORT ISSUES!!

CatinaT1 — Fri, 07 Mar 2025 15:25:38 GMT

I just came across this from another user: What fixed it for me was a security setting under Windows Settings, Network & Internet, Advanced Network Settings, Internet Options, Security tab. Mine had defaulted to a Medium High security zone. I changed it to Medium and that fixed it.

Sorry to have you keep trying things, but I'm trying to find solutions. Can you let me know if this works?

@ChrisX1 @evonsdesigns @redjackco

Re: TDAMERITRADE 1099 IMPORT ISSUES!!

ChrisX1 — Fri, 07 Mar 2025 19:14:08 GMT

thanks but I am on a MAC and using the downloaded software so technically not in a browser as well

Re: TDAMERITRADE 1099 IMPORT ISSUES!!

thisisjrh — Sat, 08 Mar 2025 18:37:29 GMT

I'm having the exact same issue with Morgan Stanley

Re: TDAMERITRADE 1099 IMPORT ISSUES!!

ChrisX1 — Mon, 10 Mar 2025 04:37:26 GMT

and zero help from anyone?

Re: TDAMERITRADE 1099 IMPORT ISSUES!!

jj163 — Tue, 11 Mar 2025 23:49:03 GMT

I had the same problem. Googling led me to this site. Solution for TD Ameritrade imports was to temporarily disable the microsoft defnnder firewall setting "Microsoft Defender Firewall help protect your device while on public network"
I temporarily disabled this setting and entered the document ID again (somehow just disabling defender and keeping my previously typed document ID without retyping it didnt work I think on the first attempt) . This allows the desktop turubotax app to connnect to tdameritrade. I think I saw a comment from someone in the thread that they were not using the web version so this firewall stuff should not apply to them but in my case (windows 11) it actually did matter for the desktop app.

Re: TDAMERITRADE 1099 IMPORT ISSUES!!

VictoriaD75 — Wed, 12 Mar 2025 01:57:10 GMT

Please follow the instructions in this FAQ for steps to import your 1099 forms into TurboTax.

Re: TDAMERITRADE 1099 IMPORT ISSUES!!

Brian T2 — Wed, 12 Mar 2025 21:18:26 GMT

I'm not sure if you got it to work or not. Doing my taxes today with a Mac and downloaded Premier version, the Schwab and TD downloads worked OK. Maybe it got fixed? Anyways, good luck!

Re: TDAMERITRADE 1099 IMPORT ISSUES!!

isitpossible — Sat, 15 Mar 2025 00:42:24 GMT

This helped...

If you use VPN or firewall, then turn it off and it works.

I am able to import TD Ameritrade 2024 tax document successfully, however it did not work with VPN. Ended up wasting an hour with Turbotax and Schwab customer service without any tangible help. The only suggestion we get is type it in manually.

Re: TDAMERITRADE 1099 IMPORT ISSUES!!

bingaero — Sat, 15 Mar 2025 19:04:31 GMT

I don't have any vpn or firewall, but the import still does not work.

The method described by st293 in
https://www.reddit.com/r/tdameritrade/comments/1j4esra/1099_not_importing_into_turbotax/?rdt=44959 works for me. The downside is it requires creating a new tax return from scratch.

Re: TDAMERITRADE 1099 IMPORT ISSUES!!

bingaero — Sat, 15 Mar 2025 19:09:00 GMT

BTW I meant his basis solution works, i.e., just starting a new return and importing as normal. I don't know his better solution of importing last year's return without TD part.