importing document error

[CarissaM]

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed.

To do so, please follow the instructions below: 

For Turbo Tax Online: 

1. Sign into your online account.
2. Locate the Tax Tools on the left-hand side of the screen.
3. A drop-down will appear. Select
Tools
4. On the pop-up screen, click on “Share my file with agent.”
5. This will generate a message that a diagnostic file gets
sanitized and transmitted to us.
6. Please provide the Token Number that was generated in the response.

For Turbo Ta Desktop: 

1. Open your return.
2. Click the Online tab in the black
bar across the top of TurboTax and select “Send Tax File to Agent”
3. This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.
4. Please provide the Token Number that was generated in the response.

[IMovertaxed]

It is not necessary to have my document to verify the error. Just go to the import screen and enter in an account number, it doesn't need to be a good one as this is a screen edit error that occurs before any attempt to contact the brokerage. Then enter a 11 digit all numeric number, any one will do. and you will get the error. The document ID field editing rejects an all numeric entry. period.

[IMovertaxed]

924066 is the token #

[Dovve]

That was basically what TD Ameritrade rep told me when I talked to them yesterday even before I started researching the Turbo Tax doc id format error. Rep insists that fix should be on Turbo Tax side. 

[NaKCa]

I got the exact same problem.  My document ID has all numeric numbers.  I typed a couple of 11-digit numbers into the field, then the same error message will pop up.  This sounds like an input field validation problem inside the software itself, but not the response from TD Ameritrade.

[IMovertaxed]

Well, it has been a couple of days and I started up TurboTax, got updates, and the importing document error persist. I noted I got an email related to the case I opened with TurboTax Service and Support indicating the case was closed and to please provide feedback. How do they close a case that is not fixed yet???

case number: [phone number removed]

TurboTax cannot handle an all-numeric document number and this need to be fixed ASAP!

[Dovve]

My feedback for this invalid-doc-id case: I  agree with IMovertaxed 100%. Tonight I updated my TurboTax, attempted to import same document but unfortunately same doc id format error occurred. My questions:

1. Does the case closed by TurboTax have a resolution? Like a description of the software fix going into which update (date or release #)?

2. Do users get to see the summary of each update?

3. How do I find out which level of update my TurboTax 2021 is currently at? And if that level has this fix we need? Without this info, we are kind of shooting in the dark hoping problem will work with the next update. 

Issue with today's update:

Even attempt to import one of my alpha-numeric ids failed with latest update:

After I keyed in the TD Ameritrade, account #, doc id (letters+numbers), a list of documents with the correct totals were located and are ready for import. So I clicked the "Import now" button, it says document is being imported. Next dialoge asked about special circumstances. I clicked "none of these apply to me". Next screen puzzles me:

Confirm your financial institution info:

Name of Institution   <blank>

Account Number        None

As both were already keyed in previously in order to retrieve and import the docs, I clicked continue. Nothing happens. I was stuck on that screen (stuck even if I provided name & account #, again). I can only go back and like I expected, the import failed internally and only an entry of "Untitled" with all blanks was listed. This gets me really worried now. It seems to be getting worse!

[IMovertaxed]

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.

[IMovertaxed]

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]

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.

[iddjjs]

As of today, 3/22/2022, I am still having the same missing institution name problem, even after I menually entered the name and subtotal info, I still get the same error as below:

Confirm your financial institution info:

Name of Institution   <blank>

Account Number        None

I am stuck! I can't move forward from here. Please let me know how I can get the latest update fast!!!

[iddjjs]

Finally found a way to get around of the issue. Download something called 

w_perrelsuperpatchIS_ttax_[phone number removed].exe, run it to install a superupdate app, which will make sure when TurboTax starts, it will update to the latest version, thus I got the latest 03182022 version installed. This one still can't solve the import error, but it is now allowing you to manually enter the brokerage name, account # and trade info. This is a big improvement, which now enables to pass the trade info entering stage. 

[Smashy]

Tubo Tax for Mac OS. Build Date April 4th 2022.

I'm seeing exactly the same issues, I can only imagine that a solution must have been found by now.

This issue is only with TD Ameritrade, my Schawb account worked fine.

On the Import Screen:

After securing the connection, the account numbers and accounts are displayed in TurboTax.

Checking the check boxes, then "import now" button. 1-2 seconds pass and moves to the next screen. (Curious because it should have taken much longer to import that much data)

After clicking "none apply" on the next screen. The display is showing Name of Institution is: blank and Account Number is: blank.

Called TD Ameritrade the confirmed there is no issue on their end, and contact Turbo Tax.

[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]

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.