Why can't I import my TD Ameritrade 1099B

[Sam664]

No it does not work. When entered my TD Ameritrade 11 character document ID, an error window always  popup asking 11 character document ID. It's weird. 

[CarissaM]

You can reach out to TD Ameritrade, and they can provide you with the 11-character document ID in order to import correctly. 

[Lsanderson40]

I tried several times this weekend as well and with 2 different TD Ameritrade documents. Neither worked and this has never been a problem before. I tried everything like hand typing the document code, copying it, and going to TD Ameritrade to check it again. Nothing worked. Any help would be appreciated as I have a lot of trades to hand enter otherwise. 

[barryon]

Ditto,  I have two TD Ameritrade accounts and get a document error immediately upon entering import,  It certainly does not even try to connect to TDA as the error is instant.  This has always worked in the past.  I did notice that I do not have to enter login credentials this year just the account # and document # from my 1099.  This must work; I have hundreds of transactions that must be entered.    March 6.

[Sam664]

I called TurboTax service yesterday and one of the representatives tried to help me go through it but failure. I was wondering why it worked for some people like but nor work for others.

[MoniqueLO_]

If you are using TurboTax Online, you may want to try a different browser or try clearing out your browser's cache and cookies. Please see How do I delete cookies? and How to clear your cache for more information.

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. 

@barryon 

@Sam664 
 

[Bob1111]

I am having the same problem and called TD Ameritrade and turbo support.  Definitely an issue with turbo tax that needs a update to fix.  Does HR Block work with Ameritrade 

[barryon]

SOLVED!  TD document # must be capitalized.  Once I entered all CAPS it downloaded, all 78 pages.  Relieved.

[Lsanderson40]

Works fine as of March 8, 2023. Must have fixed the back end as I had entered caps last time. This time - worked fine!

[Lsanderson40]

Works fine as of March 8, 2023. Must have fixed the back end as I had entered caps last time. This time - worked fine!

[Bob1111]

Still not working

[bobbo52]

Sorry to hear it's still not working for some of you...  

I WAS able to import my TD account a few weeks ago, but forgot to post about it.  My apologies!

[Sam664]

SOLVED! Thanks for Barryon! Yes! TD document # must be capitalized.  Once I entered all CAPS, all the pages went through. 🙂

[Roc8]

You're right!!!   Must be in CAPS.   Thanks

[Bob1111]

It’s an internal TurboTax issue that they need to fix.  My issue has nothing to do with  using large or small caps.