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Level 1
posted Apr 3, 2023 12:16:01 AM

TD Amritrade import keeps failing

I have three account. Two imported fine and the 3rd one keeps failing with invalid document ID. I am using 2022 Turbo tax premier. This is very frustrating, how do I resolve this. Don't answer that I do need to do it manually, why do I need a tax prep software if it can't import. 

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1 Replies
Intuit Alumni
Apr 3, 2023 10:36:21 AM

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. 


If you need additional assistance, please feel free to contact Customer Support so you can speak with someone who can assist you. 

@smajee