importing document error

[IMovertaxed]

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]

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

[IMovertaxed]

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]

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. 

[IMovertaxed]

no good!

I cleared the cache on my browser (Microsoft edge) but I am not using my browser.  I am using the downloaded application - TurboTax deluxe 2021 on a windows 11 laptop.

I replaced the leading zero with the letter "o" and that got passed the screen edit error, but that solution resulted in failing to get pass the Ameritrade logon process, which requires the correct document ID.

The document ID input field definition as coded cannot handle a numeric entry with a leading zero. This appears to be a bug in the coding that should be fixed, but that's just my opinion.

I currently cannot get this data imported for this account, and I will have a much larger account from TD Ameritrade available soon I will need to import, which may also have an all numeric document ID. I just hope that one doesn't have a leading zero.

Thanks, Bill

[ChondelLO]

It is possible that your 1099 is not ready to import from the broker just yet, even if you've already received it. Please visit the link below for more information. 

When will I be able to import my 1099?

[IMovertaxed]

The problem is not with the document not being ready, the problem is in the editing of the document ID screen field. It will not accept my entry of the document ID. this is a screen editing error. You can easily try it on your end by typing an all numeric document ID number into the field that starts with a zero.

use a windows 10 or 11 platform with turbotax deluxe and try it.

you will get the field length error I am encountering

[MichelleLO]

Please reach out to TurboTax Customer Support as your issue would be best resolved with one-on-one support.

What is the TurboTax phone number?

[Dovve]

My consolidated 1099 from TD Ameritrade also failed to import with the exact same error about document id format. I think Turbo Tax does not like all-numeric document id because I could import successfully with another account which document id is alpha-numeric. When can this be fixed?

[TiffanyL]

You can take a look at the FAQ link provided below to see if that resolves your issue and try enabling third-party access. It is for Schwab but may apply to Ameritrade as well. You can also try to add the information manually

How can I fix my 1099 import issue?

@Dovve

[Dovve]

As I mentioned before, I have two TD Ameritrade accounts with identical setup (never changed). Today, I was able to import for one account (if it matters, with alphanumeric document ID). But got stuck with document ID format error (which is all 11 digits). So something like “enabling third-party access” is most likely not going to help. And, if my memory serves me right, last year when I prepared for 2020 tax return, my two TD Ameritrade account imports beautifully the first time. No problem whatsoever. If this is not resolved soon, my last resort will be entering all 6 pages of my 1099-B manually...😭

[fanfare]

As an active investor, be aware that your category Box A or Box D sales without adjustments do not require Form 8949, so there is no reason to import or key in those transactions.
Instead use the "enter a summary" option to put your numbers on Schedule D Line 1a or Line 8a.
--
If you have wash sales, it gets more complicated since those adjusted transactions have to be itemized on Form 8949 and the summary totals adjusted accordingly.

Enter the wash sales on Form 8949, then use the subtotal results on the bottom of that form (Line 2) to know how much to subtract which gives you the Schedule D line 1a totals. Be sure to NOT check the adjustments box in the summary window.

[IMovertaxed]

I have been using turbotax and importing TDAmeritrade for 10+ years and I never had an issue importing the data before. I will admit this is the first time I remember all numeric document IDs. I believe I am getting the error indicating a field length error due to my doc ID starting with a zero. I received no real help on this forum other than to contact the support center which I am planning to do today.

I have two TDAmeritrade accounts. One is 8 pages and the other I have not received yet but will be somewhere between 20 to 30 pages. I am not going to type that data in manually. Either I will get a timely fix or I will move to another tax package. As a retired IT professional with over 40 years experience with computer software, I cannot believe a simple field edit cannot be fixed in mere minutes. 

[IMovertaxed]

Just got off the phone with support and they accepted the issue and sent it to IT to be looked at. I also tried entering eleven '1's as a doc ID and it got the same error, so it didn't have anything to do with a leading zero in my case. The input screen is not coded to handle an all-numeric document ID.

[IMovertaxed]

Called TD Ameritrade who basically indicated they followed SEC guidelines in issuing the document. I asked if they could reissue the document with an alphanumeric document ID. The asked the tax department manager who stated "no" the document was issued correctly, and the issue will need to be fixed on the Turbotax side.