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Level 3

Question

importing document error

Forum|Forum|4 years ago
February 7, 2022
6 replies
0 views

Trying to import a TD Ameritrade document gets a "following fields have limits" error stating please enter the document ID without spaces from your form 1099

However, that is what I correctly did, but I cannot get past this error. I have entered all 11 characters without spaces. I will note that my ID starts with a zero which maybe an issue with the coding?

Way too much data to enter by hand. How can I get pass this?

MichelleLO

Level 15

Try typing the document number in all lowercase letters instead of uppercase. Please comment back if that does not work.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

IMovertaxedAuthor

Level 3

Hi Michelle, Thanks for the quick response. The document ID I have for this account is all numeric starting with a zero.

I'm a retired IT professional. I have to assume that since it is all numeric and has a leading zero that it is dropping that leading zero resulting in only 10 characters(digits) and that is why I am getting the "Following fields have limits" error. But that is an assumption on my part.

It still doesn't work.

Thanks Bill

CarissaM

Level 15

Try to clear the cache on the browser, as this may help. Once you clear the cache and get logged back in, try using a letter O instead of the zero.

Please comment here if this does not work.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

IMovertaxedAuthor

Level 3

It's now been over two weeks and the TurboTax package still has the software bug that will not allow the importing of documents where they have an all-numeric document ID.

I have not heard any correspondence on this issue lately other than from other user who are suffering the same problem. I had a ticket opened that was closed; but the problem persists.

I need to know what, if anything, is being done to resolve this problem. If TurboTax has no plans to fix this, I need to that as well. Currently, I, among others, are left hanging awaiting resolution.

Please inform us on this matter.

IMovertaxedAuthor

Level 3

for reference to the prior message, here's the case closure I received:

Your TurboTax Case [phone number removed] is Closed

sent to me 02/15/2022 12:46 PM

by TurboTax Help Team

no information on any resolution was given

but requested I participate in a survey. I did.

Dovve

Level 2

Finally with the Turbo Tax update released 2/23/2022, I successfully imported the (digit-only) previously-failed document on 3/2/22. Thank you for the fix!

P.S. I realized my latest issue with doc import getting stuck with an empty institution name on investment sales screen is likely as a result of all zeros in my 1099-B. When I received my consolidated 1099s (with doc ID), I automatically assume I can import the doc. And Turbo Tax does not stop me from doing that. To be fair, it does ask if I have a 1099-B. I clicked yes not seeing the all-zero entires. And it eventually went downhill from there... But instead of getting stuck on any screen, Turbo Tax should be able to error out more gracefully and recover. A very minor issue... Just my 2 cents.

Anonymous

I kept getting the import document error with TD Ameritrade document. Mine is Alpha/Numeric,

it is a CASE SENSITIVE input. Mine was ALL CAPS, and when I tried the Document ID that way it worked fine multiple times.

WHY won't they let you PASTE it in the field, that would alleviate a TON of issues with TYPOS and case.

Good Luck!!

ztoaq

Level 2

I have the same problem. In my case the document id starts with a number and it is also a TD ameritrade document. I believe turbo tax can't handle documents with document id starts with a number. Called both turbo tax and TD ameritrade, didn't get any useful information to solve the problem.

jrcrate

Level 2

I had to put Letters in capitals for document to go thru.

wenjiecao

Level 4

I have the same or similar error message aslo from Fidelity.

TurboTax error message says "The following field has limit", password. But my password is not zero at the begging!

Turbotax sucks!