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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.

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.

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.

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?

fl13
Level 2

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.

 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!!!! 

Anonymous
Not applicable

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.

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!!

tbtxjim
New Member

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.

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

MoniqueLO_
Intuit Alumni

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.

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 
 

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