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April 9, 2024
Question

Has anyone had issues with loading their TD Ameritrade 1099 into the application for tax year 2021?

  • April 9, 2024
  • 1 reply
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1 reply

VolvoGirl
Employee
April 9, 2024

It is probably not possible to import prior year 1099s into the prior year programs.  For one thing the brokers and funds do not keep the import files up, just the current year.  You have to manually enter them or enter the sales as summaries and attach the detail sheets when you mail your return.