Tax Year Prior to 2020: Can I download my information from td ameritrade?

Yes - You can download your information from TD Ameritrade.  Please follow these steps:

1. On the Wages & Income screen, under Investment Income, click the Start/Update box next to Stocks, Mutual Funds, Bonds, Other
2. On the screen, Did you get a 1099-B or a brokerage statement for these sales? click the Yes box.
3. On the screen, Let's get your tax info, enter TD Ameritrade in the search box.
4. Click on their logo in the window.
5. Enter the sign in information on the next screen.
   

This is not correct. You are NEVER asked for "User Name" and "Password". TurboTax prompts for "Account Number" and "Document ID". Entering that data results in  an error message.... " TurboTax Home and Business 2019     TD Ameritrade     Invalid Signon" .... You are then done. Entering you log on and pw doesn't work either. So, any ideas?

 

Thank you,

 

 

To import your 1099 information from Ameritrade, you can follow the steps on the following article. TurboTax will ask you for information to enter in so it is able to download the correct information from your account: https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-my-1099/00/26254

When following the directions for downloading 1099 from TD Ameritrade, an error message "TD Ameritrade Invalid Signon" appears.

@daveatax2007 It sounds like you did not use the correct Sign In for your Ameritrade Account.

 

This would be the same Sign In you use to check your account online. You may need to recover your user name and password if you can't Sign In outside TurboTax. 

 

If you have issues downloading your 1099s, you can always enter them manually.

 

Click this link for more info on How to Enter 1099-B.

 

Click this link for details on  How to Enter a Large Number of Stock Transactions, if that applies to you.