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Level 2
posted Apr 9, 2023 7:18:44 AM

Importing 1099 form from TD ameritrade

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

0 6 958
6 Replies
Intuit Alumni
Apr 9, 2023 10:41:54 AM

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

Level 2
Apr 9, 2023 12:06:47 PM

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.

Level 2
Apr 9, 2023 12:12:10 PM

That was 11 characters not 9 in the Doc field.

Intuit Alumni
Apr 9, 2023 12:27:58 PM

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

Level 2
Apr 9, 2023 12:50:29 PM

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

 

Intuit Alumni
Apr 9, 2023 1:01:56 PM

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