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Yuma Az
New Member

I can't import my stock information from TD Ameritrade

I am having same problem not able to import 1099 B from TD Ameritade to turbotax I spoke to customer service they have no clue TD Ameritade  shows up in Turbotax

brandieqh
New Member

I can't import my stock information from TD Ameritrade

I agree this is SUPER annoying and the canned answers are even more annoying!

 

I just got this working by 1) changing my default browser to Chrome (was previously Edge), and 2) using Caps lock to ensure all letters were in caps

nucktt
New Member

I can't import my stock information from TD Ameritrade

Found same.  HOWEVER WHEN I ENTERED THE DOCUMENT ID IN ALL CAPS, IT SOLVED THE PROBLEM FOR ME.  I sincerely hope this helps others, since turbo tax seems freaking clueless.

I can't import my stock information from TD Ameritrade

Same problem for 2024 tax season with TT deluxe.  

Case sensitive worked for me. The letters in the document ID number must be caps.

fredaa
New Member

I can't import my stock information from TD Ameritrade

I'm having the exact same problem. After several attempts, I finally got to the download section. I received a message that information is not available to download at this time and that it may be available in early March. 

I can't import my stock information from TD Ameritrade

I had the same problem, but after several attempts, I finally got to the TD import section and received a message that no importable information was available at this time. Another message indicated that the information may be available in early March.  

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