3240556
program seems to be working for Schwab 1099s. However, the 3 predecessor TDAmeritrade accounts that I imported (clicking on the+ on the inport page shows the 3 accounts with what look like correct numbers) do not show up on worksheets. The program only created one TDAmeritrade worksheet and didn't populate it with anything. Is this bug being addressed?
You'll need to sign in or create an account to connect with an expert.
If you are using TurboTax Online, try importing using a different browser.
See the following TurboTax Help articles for potential fixes:
I am using desktop. The problem doesn't seem to be browser related since in the import section of TurboTax deluxe when you click on the plus sign it shows all accounts downloaded with proper numbers. TurboTax just fails to create most of the TD Ameritrade worksheets or populate them. This is not occuring with the Schwab accounts which are populating.
Since the worksheets are for your records only, if you can download a copy of your 1099's, that can serve as your tax file copy.
You also have the option of summarizing your transactions in TurboTax. Here's How to Enter a Summary in Lieu of Individual Transactions.
You could try contacting TurboTax Support for additional hands-on help.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
redjackco
Level 2
ChrisX1
Level 2
BWW1
New Member
peterjen
New Member
riclufe
New Member