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di
Returning Member

TDAmeritrade 1099 import but don't populate.

program seems to be working for Schwab 1099s.  However, the 3 predecessor  TDAmeritrade accounts that I imported (clicking on the+ on the inport page shows the 3 accounts with what look like correct numbers) do not show up on worksheets.  The program only created one TDAmeritrade worksheet and didn't populate it with anything.  Is this bug being addressed?

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3 Replies
CatinaT1
Expert Alumni

TDAmeritrade 1099 import but don't populate.

If you are using TurboTax Online, try importing using a different browser.

 

See the following TurboTax Help articles for potential fixes:

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di
Returning Member

TDAmeritrade 1099 import but don't populate.

I am using desktop. The problem doesn't seem to be browser related since in the import section of TurboTax deluxe when you click on the plus sign it shows all accounts downloaded with proper numbers. TurboTax just fails to create most of the TD Ameritrade worksheets or populate them. This is not occuring with the Schwab accounts which are populating.

MarilynG1
Expert Alumni

TDAmeritrade 1099 import but don't populate.

Since the worksheets are for your records only, if you can download a copy of your 1099's, that can serve as your tax file copy.

 

You also have the option of summarizing your transactions in TurboTax.  Here's How to Enter a Summary in Lieu of Individual Transactions.

 

You could try contacting TurboTax Support for additional hands-on help.

 

@di 

 

 

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