turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

goodcar10
Returning Member

Document ID entry

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.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

4 Replies
SForrestLO
Intuit Alumni

Document ID entry

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"
goodcar10
Returning Member

Document ID entry

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

gsara2021
Returning Member

Document ID entry

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 .

gsara2021
Returning Member

Document ID entry

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!!

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question