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Level 2
posted Mar 14, 2020 1:49:19 PM

How to import 1099 from TD Ameritrade INSTITUTIONAL account? Not possible to go to TD Am and enter account & document#, information is on an advisorclient.com.

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1 Replies
Expert Alumni
Mar 14, 2020 2:10:22 PM

Begin by contacting TD Ameritrade for guidance with their portal for your institutional account. 

 

Enter the details manually if these general instructions do not help: How do I import my 1099? I did notice that there is scheduled maintenance at that site scheduled for March 15, 2020.