Why is TD Ameritrade not on import 1099 list this year? They are still listed as a partner but I can not import my 1099. I guess I will have to move to TaxAct.

[2020wenzeltax]

Anyone know how to import a 1099 from TD Ameritrade

[CarissaM]

Please follow the instructions by @LenaH here to import this into the software. TD Ameritrade is on the import partner list. 

Please let us know if this does not work. 

[2020wenzeltax]

Yikes, this is bad!   The last two years, I have used TurboTax as it allowed me to import the Consolidated !099 from TD Ameritrade.    This year, you are telling me, I have to manually enter each sales transaction from the 1099-B, which could take days.   Also, I am still confused why does TD Ameritrade does not show up on your screen that says "select your Financial Institution?   

If they are a partner as you say and as your website states, why aren't they showing up in the application?

Appreciation any help or answers you can give me.   

[HeatherPLO]

So we can take a closer look at your specific situation, please reach out to us directly using the Help Article here.  This ensures you will get to the correct department as quickly as possible.

@2020wenzeltax 

[141saeid]

Hi I have the same issue and it won't take the 11-character document number? I am using 2022 Home and Business desktop version. It had been working for past several years?

[CarissaM]

If you are having trouble importing after following the help instructions here, please give us a call here. @141saeid 

[dek0609]

If you are having problems with the 11 number document ID for TD Ameritrade, the letters are case sensitive. I haven't seen anyone address this.