I'm sorry for the experience you are having importing your W-2s and your 1099-B forms. If the issue persists, here's how to enter the information manually.
W-2:
1099-B:
From Tax Home, open or continue your return.
will not take my info-that is really unacceptable to be able not to download info from TD Ameritrade -cant you get a patch?
I will keep trying-if I have to enter manually I will buy another tax program next year that can import! This should not be happening-no problems until this year!
You are right, TurboTax has become useless. I won't be using turbo tax anymore if I cannot download my data from Ameritrade.
I have also had no luck getting TD Ameritrade to work with Turbotax - really shocking and will need to find a new provider
That is a stupid f*** answer as it will not sign into AMERITRADE..... repeated people have compained and you respond with it always work? are you trying to be FUNNY. Get someone with a brain to answer these questions.
2019 H&B will not import. the program failed and I don't recognize the correct numbers to put into the form. I am not satisfied and I should at least get a refund or provide a patch. many have the same problem. the point of buying TurboTax is to simplify the input of data.
There has been a thread provided for you below. It should guide you on importing your information.
this applies to 2018 software not 2019. My 2018 and 2020 will import, not 2019.
I have the same problem. I cannot import my TDAmeritrade data. I called turbotax and they said they had no idea....I may need to wait a few days, but no known issues.
You also might try deleting the imported data from TD Ameritrade and entering the information manually.
This is happening to me also, cannot import 1099 from Ameritade.....I am not going to enter 300 entries manually. Thats why I pay for this software so I dont have to.
Why can't we import a file like past years ??
Your brokerage statements should include a summary of your transactions, grouped by sales category, for example "Box A short-term covered" or "Box D long-term covered". You'll enter the summary info instead of each individual transaction.
if you have accounts, you must enter the broker selection "TD Ameritrade" again for each one.
Otherwise TurboTax repeats the last account number used.
I just tried this two days ago and it was working.
I have the same issue that Turbo Tax does not import 1099 from TD Ameritrade.
Did you find a solution to your problem?
Did you find a workaround?
Importing data from 1099 TD Ameritrade does not work. When document ID contains only numbers (no letters) , Turbo tax gives an error message asking to list 11-number ID. It is especially troubling, since there is no way to include 1099B information manually without creating a "new name" for the brokerage account!!!!
I kept getting the import document error with TD Ameritrade document. Mine is Alpha/Numeric,
it is a CASE SENSITIVE input. Mine was ALL CAPS, and when I tried the Document ID that way it worked fine multiple times.
WHY won't they let you PASTE it in the field, that would alleviate a TON of issues with TYPOS and case.
Good Luck!!
entered correct acct no and doc id numerous times tells me doc id not more than 11 i have 11positions have more than 1 doc to import same issue from tdameritrade everything right why doesn't it work? used turbo for years if Ican't get this to work will go with something else and would want my money back
If you are using TurboTax Online, you may want to try a different browser or try clearing out your browser's cache and cookies. Please see How do I delete cookies? and How to clear your cache for more information.
Please see What if I can't import my 1099? for instructions. Additionally, please keep in mind that the Document ID is case sensitive.