Why can't I import my TD Ameritrade 1099B

Please see the Help Article here that provides troubleshooting steps importing.  The instructions mention Schwab but that is just for example purposes.  

Thanks for trying, but this is the message/icon I keep getting, not “User needs to review security settings ....."

I've entered the 11 digits correctly multiple times.  I've easily imported my TD Ameritrade 1099s in the past

Any other ideas?

To confirm, have you double-checked your TD Ameritrade account settings to make sure third-party downloads are authorized? 

I am having the same problem and receive the same error message.  HELP!

@jform - as MichelleLO suggests above your TD Ameritrade account has security settings that will allow a third party to access your account.  You need to make sure those settings are allowing you to access your account through TurboTax.

Thanks for trying...  I just called TD Ameritrade, and they said there are no security restrictions on their end.  

The issue must be with Turbotax?  But I've never had this problem in the past

Then it is possible that there is a link between them that isn't ready on our end yet.  Sometimes they take until the end of February.  Here's an article on importing 1099-Bs.

Thanks, Robert... I guess we'll see!

Me too. This is frustrating. Obviously many people are having this problem. It’s a TurboTax failure; it’s not the custodians. 

Thanks - good to know I'm not alone!

You were right about things being fixed by the end of February.  It works now, I am able to import

I am still unable to import my TD Ameritrade account to TurboTax 2022 (either premier or deluxe) at 3/4/2023. Please advise.

Thanks,

Sam 

@Sam664 

You may want to check and make sure your financial institution or brokerage is a TurboTax 1099 partner. If it is and you are still having issues, please see the FAQ link provided below for assistance. Please respond back here if this does not work or resolve your issue:

What if I can't import my 1099?

It gives options to import TD ameritrade but keep getting document ID error. 

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. 

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

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. 

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.

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.

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 
 

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 

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

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

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