Fail to import from TDAmeritrade 2024

[Richard Yuan]

My account was transferred from TD to Charles Schwab in 2023. I received notice from Schwab that the TD's 1099 is ready and I can download 1099 in PDF from Schwab. But when I try to import into TurboTax after inputing correct TD account and document ID, I got error, reads, "This import was unsuccessful. There isn't any tax-related info to import right now. No problem - we'll help you enter the information and continue with your return. I don't have any VPN. Any suggestions?

[CatinaT1]

If you are using TurboTax Online, try importing using a different browser.

See the following TurboTax Help articles for potential fixes:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

[Richard Yuan]

I am using TurboTax desktop version.

[Robertoes]

I had the same issue.  I logged onto my Schwab account.  I found the TD Tax information listed with the Schwab tax information.  I downloaded the TD Ameritrade forms and entered the information directly into Turbotax.  It was a bit of a hassle, but you won't have to deal with it next year.

[Richard Yuan]

Thanks for sharing. That is what I will do after waiting for a couple of days to see if TD will update.