topic Why can't I import my TD Ameritrade 1099B in Get your taxes done using TurboTax

Why can't I import my TD Ameritrade 1099B

bobbo52 — Mon, 09 Mar 2026 06:08:46 GMT

All seems to be good, until I enter my 11 digit Document Number. I keep getting the 'Following fields have limits' icon that reminds me to enter only 11 digits with no spaces. So I can't import. I've also tried entering fewer digits to see what happens, and still get the same icon. What gives?

I've never had a problem in prior years...

Re: Why can't I import my TD Ameritrade 1099B

HeatherPLO — Tue, 15 Feb 2022 19:46:26 GMT

Please see the Help Article here that provides troubleshooting steps importing. The instructions mention Schwab but that is just for example purposes.

Re: Why can't I import my TD Ameritrade 1099B

bobbo52 — Wed, 16 Feb 2022 20:39:57 GMT

Thanks for trying, but this is the message/icon I keep getting, not “User needs to review security settings ....."

I've entered the 11 digits correctly multiple times. I've easily imported my TD Ameritrade 1099s in the past

Any other ideas?

Re: Why can't I import my TD Ameritrade 1099B

MichelleLO — Wed, 16 Feb 2022 22:41:15 GMT

To confirm, have you double-checked your TD Ameritrade account settings to make sure third-party downloads are authorized?

Re: Why can't I import my TD Ameritrade 1099B

jform — Wed, 16 Feb 2022 23:08:23 GMT

I am having the same problem and receive the same error message. HELP!

Re: Why can't I import my TD Ameritrade 1099B

RobertB4444 — Thu, 17 Feb 2022 02:27:14 GMT

@jform - as MichelleLO suggests above your TD Ameritrade account has security settings that will allow a third party to access your account. You need to make sure those settings are allowing you to access your account through TurboTax.

Re: Why can't I import my TD Ameritrade 1099B

bobbo52 — Thu, 17 Feb 2022 18:18:19 GMT

Thanks for trying... I just called TD Ameritrade, and they said there are no security restrictions on their end.

The issue must be with Turbotax? But I've never had this problem in the past

Re: Why can't I import my TD Ameritrade 1099B

RobertB4444 — Fri, 18 Feb 2022 02:36:15 GMT

Then it is possible that there is a link between them that isn't ready on our end yet. Sometimes they take until the end of February. Here's an article on importing 1099-Bs.

Re: Why can't I import my TD Ameritrade 1099B

bobbo52 — Sat, 19 Feb 2022 02:54:00 GMT

Thanks, Robert... I guess we'll see!

Re: Why can't I import my TD Ameritrade 1099B

jform — Sat, 19 Feb 2022 04:05:51 GMT

Me too. This is frustrating. Obviously many people are having this problem. It’s a TurboTax failure; it’s not the custodians.

Re: Why can't I import my TD Ameritrade 1099B

bobbo52 — Mon, 21 Feb 2022 16:30:38 GMT

Thanks - good to know I'm not alone!

Re: Why can't I import my TD Ameritrade 1099B

bobbo52 — Wed, 02 Mar 2022 01:34:36 GMT

You were right about things being fixed by the end of February. It works now, I am able to import

Re: Why can't I import my TD Ameritrade 1099B

Sam664 — Sun, 05 Mar 2023 14:27:32 GMT

I am still unable to import my TD Ameritrade account to TurboTax 2022 (either premier or deluxe) at 3/4/2023. Please advise.

Thanks,

Sam

Re: Why can't I import my TD Ameritrade 1099B

TiffanyL — Sun, 05 Mar 2023 19:11:59 GMT

@Sam664

You may want to check and make sure your financial institution or brokerage is a TurboTax 1099 partner. If it is and you are still having issues, please see the FAQ link provided below for assistance. Please respond back here if this does not work or resolve your issue:

What if I can't import my 1099?

Re: Why can't I import my TD Ameritrade 1099B

mj-user — Sun, 05 Mar 2023 19:23:52 GMT

It gives options to import TD ameritrade but keep getting document ID error.

Re: Why can't I import my TD Ameritrade 1099B

Sam664 — Mon, 06 Mar 2023 01:03:10 GMT

No it does not work. When entered my TD Ameritrade 11 character document ID, an error window always popup asking 11 character document ID. It's weird.

Re: Why can't I import my TD Ameritrade 1099B

CarissaM — Mon, 06 Mar 2023 18:39:02 GMT

You can reach out to TD Ameritrade, and they can provide you with the 11-character document ID in order to import correctly.

Why can't I import my TD Ameritrade 1099B

Lsanderson40 — Mon, 06 Mar 2023 21:27:28 GMT

I tried several times this weekend as well and with 2 different TD Ameritrade documents. Neither worked and this has never been a problem before. I tried everything like hand typing the document code, copying it, and going to TD Ameritrade to check it again. Nothing worked. Any help would be appreciated as I have a lot of trades to hand enter otherwise.

Re: Why can't I import my TD Ameritrade 1099B

barryon — Tue, 07 Mar 2023 01:54:25 GMT

Ditto, I have two TD Ameritrade accounts and get a document error immediately upon entering import, It certainly does not even try to connect to TDA as the error is instant. This has always worked in the past. I did notice that I do not have to enter login credentials this year just the account # and document # from my 1099. This must work; I have hundreds of transactions that must be entered. March 6.

Re: Why can't I import my TD Ameritrade 1099B

Sam664 — Tue, 07 Mar 2023 03:37:05 GMT

I called TurboTax service yesterday and one of the representatives tried to help me go through it but failure. I was wondering why it worked for some people like but nor work for others.