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New Member
posted May 22, 2025 10:13:36 AM

Trying to import TD Ameritrade 2022 (yes, I'm behind on filing) but get msg '1099 forms not available for User ID'

I am behind on filing tax return...  I'm trying to import the TD Ameritrade 2022 1099 form into my TurboTax 2022 software.  When I enter the acct # and document ID, the TurboTax software returns "1099 forms not available for User ID."  I think this likely due to the fact that TD Ameritrade was purchased in 2024 by Charles Schwab, and so TurboTax is attempting to sign me onto a website (TD Ameritrade) that no longer exists.

 

Does anyone know how to overcome this, as I'll have the same issue when I work on the 2023 return.

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1 Replies
Level 15
May 22, 2025 10:18:13 AM

You cannot import information for past years. You have to enter the information manually.