For TD Ameritrade tax forms, once your Consolidated Form 1099 is available, you'll be able to import your data directly into TurboTax software by using the Doc ID and TD Ameritrade account number found on your tax form. "TD Ameritrade" must be selected as the financial institution.
Note: If your TD Ameritrade account transitioned to Schwab in 2023 and your account had reportable activity, you may receive two 1099 forms for the 2023 tax-reporting year—one from TD Ameritrade and one from Schwab. If you've also received tax forms from Schwab, you'll need to import your Schwab information separately from your TD Ameritrade information.