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February 13, 2020
Question

From our experiences, Turbo Tax never has any issue of importing data from TD Ameritrade; however, we could NOT import our W2's and also our brokerage accounts for 2019.

  • February 13, 2020
  • 4 replies
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4 replies

GiseleD
February 13, 2020

I'm sorry for the experience you are having importing your W-2s and your 1099-B forms. If the issue persists, here's how to enter the information manually.

 

W-2:

  1. From Tax Home, open or continue your return.
  2. In the upper right menu, select search and search for W-2.
  3. Select the Jump to link at the top of the search results.
  4. At the Let's start with some info from this W?2 screen, don’t enter your employer's EIN, just select Continue.
    • Or, Add Another W-2 if you see the Here’s your W-2 info screen.
    • On the Let’s type in the rest of your W-2 info screen, you can manually enter your W-2 information.

1099-B:

From Tax Home, open or continue your return.

  • Once in your return, click Income & Expenses (top tabs)
  • Scroll down till you see Stocks, Mutual Funds, Bonds, Other
  • Follow the prompts to add in your sales
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February 29, 2020

will not take my info-that is really unacceptable  to be able not to download info from TD Ameritrade -cant you get a patch?

February 11, 2021

I have the same problem.  I cannot import my TDAmeritrade data.  I called turbotax and they said they had no idea....I may need to wait a few days, but no known issues.

July 11, 2020

That is a stupid f***  answer as it will not sign into AMERITRADE.....    repeated people have compained and you respond with it always work?    are you trying to be FUNNY.    Get someone with a brain to answer these questions.

February 20, 2022

 Importing data from 1099 TD Ameritrade does not work. When document ID contains only numbers (no letters) , Turbo tax gives an error message asking to list 11-number ID. It is especially troubling, since there is no way to include 1099B information manually without creating a "new name" for the brokerage account!!!! 

January 28, 2023

I kept getting the import document error with TD Ameritrade document.  Mine is Alpha/Numeric, 

 

it is a CASE SENSITIVE input.  Mine was ALL CAPS, and when I tried the Document ID that way it worked fine multiple times.

 

WHY won't they let you PASTE it in the field, that would alleviate a TON of issues with TYPOS and case.

 

Good Luck!!