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Fail to import from TDAmeritrade 2024

My account was transferred from TD to Charles Schwab in 2023. I received notice from Schwab that the TD's 1099 is ready and I can download 1099 in PDF from Schwab. But when I try to import into TurboTax after inputing correct TD account and document ID, I got error, reads, "This import was unsuccessful. There isn't any tax-related info to import right now. No problem - we'll help you enter the information and continue with your return. I don't have any VPN. Any suggestions?

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4 Replies
CatinaT1
Expert Alumni

Fail to import from TDAmeritrade 2024

If you are using TurboTax Online, try importing using a different browser.

 

See the following TurboTax Help articles for potential fixes:

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Fail to import from TDAmeritrade 2024

I am using TurboTax desktop version.

Fail to import from TDAmeritrade 2024

I had the same issue.  I logged onto my Schwab account.  I found the TD Tax information listed with the Schwab tax information.  I downloaded the TD Ameritrade forms and entered the information directly into Turbotax.  It was a bit of a hassle, but you won't have to deal with it next year.

Fail to import from TDAmeritrade 2024

Thanks for sharing. That is what I will do after waiting for a couple of days to see if TD will update.

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