Couldn't import stock brokerage data from TD Ameritrade as of 2/5/2023, anyone has this problem resolved?

Forum|Forum|3 years ago
February 6, 2023
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TurboTax Online

EbonyA

Is there an error message being received?

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BN2024

As of Feb 18 ,2023 I have seen and downloaded 1099 from TD Ameritrade to my computer, but when I tried to import it to Turbotax, after putting in Acc # and Doc # (11 characters) the message below kept popping up and program will not import anything

"Document ID (11 characters, e.g. A12B3456CD7): Please enter the 11-character Document ID without spaces from your Form 1099 (top right corner). "

That was exactly what I did, NO GO. Called Turbotax Feb 17, representative advised to wait a few hrs and tried again. I waited overnight I tried this morning, it did exactly the same. I 've used Turbotax for more than 20 yrs. It has never happened with TD Ameritrade. By the way, I used the same procedure with Vanguard (same yr 2022) It worked

Please advise,

Pretty frustrating

ChondelLO

Employee

For information on what to do if you can't import your 1099, please visit the help article below. @bntax_2023

What if I can't import my 1099? - Intuit

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anthony340

Employee

I have this same problem. I spoke with a TurboTax person without any success from them

MoniqueLO_

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 the Document ID is case sensitive.

@anthony340