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Level 2
posted Feb 13, 2020 12:46:56 PM

From our experiences, Turbo Tax never has any issue of importing data from TD Ameritrade; however, we could NOT import our W2's and also our brokerage accounts for 2019.

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20 Replies
Expert Alumni
Feb 13, 2020 1:24:03 PM

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:

  1. From Tax Home, open or continue your return.
  2. In the upper right menu, select search and search for W-2.
  3. Select the Jump to link at the top of the search results.
  4. At the Let's start with some info from this W?2 screen, don’t enter your employer's EIN, just select Continue.
    • Or, Add Another W-2 if you see the Here’s your W-2 info screen.
    • On the Let’s type in the rest of your W-2 info screen, you can manually enter your W-2 information.

1099-B:

From Tax Home, open or continue your return.

  • Once in your return, click Income & Expenses (top tabs)
  • Scroll down till you see Stocks, Mutual Funds, Bonds, Other
  • Follow the prompts to add in your sales

Level 2
Feb 29, 2020 9:03:36 AM

will not take my info-that is really unacceptable  to be able not to download info from TD Ameritrade -cant you get a patch?

Level 2
Feb 29, 2020 9:05:07 AM

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!

Level 1
Apr 12, 2020 7:34:43 AM

You are right, TurboTax has become useless. I won't be using turbo tax anymore if I cannot download my data from Ameritrade.

New Member
Apr 14, 2020 3:51:09 PM

I have also had no luck getting TD Ameritrade to work with Turbotax - really shocking and will need to find a new provider

New Member
Jul 10, 2020 5:47:59 PM

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.

Level 1
Feb 4, 2021 12:02:12 PM

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.

Intuit Alumni
Feb 4, 2021 12:15:05 PM

There has been a thread provided for you below. It should guide you on importing your information.

Importing information from Ameritrade

Level 1
Feb 4, 2021 12:55:25 PM

this applies to 2018 software not  2019.  My 2018 and 2020 will import, not 2019.

Intuit Alumni
Feb 4, 2021 1:42:58 PM

Follow the instructions in the TurboTax FAQ here to import your 1099. If you need further assistance, contact customer support here.

New Member
Feb 11, 2021 8:24:40 AM

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.

Intuit Alumni
Feb 11, 2021 9:28:25 AM

You also might try deleting the imported data from TD Ameritrade and entering the information manually.  

New Member
May 20, 2021 6:38:21 AM

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 ??

 

 

Level 15
May 20, 2021 6:48:23 AM

How to enter a summary in lieu of individual transactions

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.

  1. Open your return in TurboTax Online (if it's not already open) and search for stock sales in the upper-right corner.
  2. Click or tap the "Jump to" link in the search results.
  3. Answer Yes to both Did you sell any investments? and Did you get a 1099-B?
    • If you land on Here's the investment sales info we have so far, select Add More Sales. Then answer Yes to Did you get a 1099-B?
  4. On the Choose Your Bank or Brokerage import screen, select I'll type it in myself.
  5. Select or enter your brokerage on the next screen and continue.
  6. On the following screen (Tell us about...) select the second option, I'll enter a summary.
  7. On the same screen, enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your 1099-B for the amounts and category. When finished, select Done.
  8. Follow the onscreen instructions to enter additional sales or to view a summary.

Level 15
May 20, 2021 5:00:54 PM

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.

New Member
Aug 8, 2021 1:09:52 PM

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?

Level 2
Feb 20, 2022 3:58:49 PM

 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!!!! 

Not applicable
Jan 28, 2023 9:14:57 AM

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!!

New Member
Mar 3, 2023 2:45:18 PM

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

Intuit Alumni
Mar 4, 2023 8:35:47 AM

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. 

@tbtxjim