My TD Ameritrade 1099 downloaded with no problem. Not so with my 2 institutional accounts. So, who do I contact? Turbotax, TD Ameritrade, or TD Ameritrade Institutional? Any ideas?
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Please follow the instructions here if the 1099 cannot be imported.
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First question to be answered:
is TD Ameritrade Institutional a financial partner with TurboTax?
Probably not.
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