Problem down loading TD Ameritrade 1099 information

[drsturges]

 Like some other people,  this problem broken on the TurboTax end.  I can log onto TD Ameritrade and see the PDF version of my 1099, but I cannot download it into TurboTax.  I am using the TD Ameritrade Account Number and eleven character Document ID, but TurboTax says there is no information.

 I have used this facility in past years, and it has always worked.  There are too many entries to do four accounts manually.   Please fix this.  Thanks.

[MoniqueLO_]

Please see What if I can't import my 1099? for instructions. Additionally, please keep in mind that if you are entering a Document ID it is case sensitive. So, if the Document ID is listed in all caps, you will want to enter it in all caps. 

@drsturges 
 

[drsturges]

The problem started when the CD disk did not download for me like all the other years.  So I downloaded online.  That worked.  But the downloading of 1099s from TD Ameritrade did not.  The download from Charles Schwab did as usual.  I followed your instructions including starting my return all over but to no avail.  So I put it all in manually and hope I got it right.  I noticed that other ;people had this problem last year and they, too, had to manulally put their 1099s in.  It seems to me that if this was a MB situation, that it would have been corrected for this year.  Thus, i am not happy about this problem.   The rest of TurboTax Premier was better than last year's.

[Ken M2]

Thanks!  I was having this same problem just now and entering the ID in all caps got it working.  🙂