Importing 1099 form from TD ameritrade

[omega483]

This year, while using 2022 TurboTax Premier, I am having problem importing 1099-form information from TD Ameritrade. In Turbotax, TD Ameritrade is listed in the institutions name list and last year, I had no problem importing. However, this year, I could import the information from Fidelity but not from TD Ameritrade. Does any on have a solution short of manually doing it?

Thanks

UmeshA

[MichelleLO]

Are you getting a specific error when trying to import from TD Ameritrade?

[omega483]

I am paraphrasing here, but it reads as "make sure there are 9 digits without the dashes" which is what I filled in the Document ID box, and tried several times to no avail.

[omega483]

That was 11 characters not 9 in the Doc field.

[MichelleLO]

You will want to make sure that you capitalize the letters in the document ID. 

[omega483]

Thanks a lot Michelle, that worked :)) For next year, I have to make a note of it.

[MichelleLO]

You're most welcome! I'm glad that resolved the issue for you.