I can't import my stock information from TD Ameritrade

[anthony340]

When I enter my TD Ameritrade document ID so to import my stock transactions to the turbo tax. I get the following info: Please enter the 11-character Document ID without spaces from your Form 1099. There are no spaces being used. I called and spoke with someone at turbo tax.  And they couldn't tell me why this problem is happening.  Are there others with this same problem? And is there a way to fix this problem?

[ChondelLO]

For information on what to do if you can't import your 1099, please visit the help article below and be sure to visit the troubleshooting section. 

What if I can't import my 1099? - Intuit

[anthony340]

TD Ameritrade is included in the list of names. The problem is that when I enter my Document ID in the box. It indicates the following message: "Please enter the 11-character document ID without spaces from your form 1099. There are no spaces showing when I enter this info. So, there is something wrong with the turbo tax software itself.

[ChondelLO]

To help get you connected to the right person for assistance, please visit the link below for information on how to contact Customer Support.

How do I contact TurboTax? - Intuit

[anthony340]

 I called two different times . Each a different person had no solution to the problem.  There are others faced with the same problem. So I'm not the 1st to post the same question.

[CarissaM]

If it is a specific character from TD Ameritrade, you will need to reach out to them to get access to the specific 11-digit number. @anthony340 

[peqnorth]

Are you using a VPN? I received a different message saying tax info was not available (don't have the exact verbiage). If using a VPN, try disconnecting. If that doesn't work, I have to restart the computer, turn off VPN, launch Turbo Tax, then try import again. This did the trick and I imported docs successfully.

[CarissaM]

Thank you for providing the way it worked for you, as this may help the community. @peqnorth 

[sullvn]

I get the error "1099 not available for this tax year".  All the TD Ameritrade information has been on their web site for a long time. Could Intuit follow up with this data import issue?

[CatinaT1]

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

See the following TurboTax Help articles for potential fixes:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

[NickZ2021]

I have the same problem 

[sullvn]

Yes THIS IS A VERY BIG PROBLEM. I have pages of trades,. Can someone from support check on why it doesn't work from TD Ameritrade.  In your case, did you get the same error message?

I may ask for a refund. Maybe the import works for another tax software.
And no, your the standard support answers DO NOT HELP!! This is a bug in your system or data.

[sullvn]

Are there any alternatives?  Can I download a file from TD Ameritrade and then upload it to TT desktop premier?

[sandy7263]

In a Reddit post someone said Document ID is case sensitive.  This fixed the issue

[CatinaT1]

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

See the following TurboTax Help articles for potential fixes:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?