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New Member
posted Jan 26, 2021 3:00:39 PM

I transferred my tax info from my td ameritrade account. And it is not letting me file because it says the amounts don't match

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3 Replies
Expert Alumni
Jan 26, 2021 3:32:07 PM

TurboTax recommends you review the import data to your 1099B source document to insure all the transactions imported correctly.  Many times the import might be incomplete.  Make sure and review those entries to your 1099B received from TD Ameritrade and make any changes.  Additionally, brokerage firms have till 2/15 to issue your 1099s.  I would recommend waiting till mid February to file your returns.  The IRS is not accepting or processing tax returns until 2/12 so there is plenty of time to get it corrected.  

 

You also might try deleting the imported data from TD Ameritrade and importing again in a date closer to the time the IRS is starting to accept returns in the middle of February.

New Member
Feb 19, 2021 10:04:04 AM

I transferred TD ameritrade tax info after Feb 16th, but still I have dates and wash amt issues. I can't e-file due to that. 

Intuit Alumni
Feb 19, 2021 10:34:14 AM

Please see the post by AnnetteB6 here for instructions to resolve the wash sale error. 

@sanghosemi