TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Level 2

Question

Document ID entry

Forum|Forum|3 years ago
January 23, 2023
4 replies
54 views

Downloaded version does not accept the TD Ameritrade 1099 Document ID. Error shown is that the number of characters is incorrect. I have entered the ID various ways and they return with the same error.

Technical Help

Level 11

TurboTax recommends you review the import data to your 1099B source document to ensure all the transactions imported correctly. Many times the import might be incomplete. Make sure and review those entries to your 1099B received from TD Ameritrade and make any changes. Additionally, brokerage firms have till 2/15 to issue your 1099s. I would recommend waiting till mid-February to file your returns.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

goodcar10Author

Level 2

Your solution did not help. I contacted TD Ameritrade and they suggested entering the Document ID in all caps. That worked.

Level 2

IS there a Fix now?

I got the same error for TD Ameritrade.

It accepted a similar Doc number when I was importing Vanguard today.

Whats the reason its not working for TD AMERITRADE?

I really need this import To run .

Level 2

AFTER I SHUTDOWN AND RESTARTED, I OPENED TURBOTAX, SAID YES TO ALLOW UPDATES TO MY COMPUTER.

RE ENTERED THE TD AMERITRADE DOC ID WITH CAP LOCK AND IT WAS ABLE TO COMPLETE THE IMPORT!!