Level 3

Question

Tax dropoff not working for TD Ameritrade

Forum|Forum|6 years ago
February 9, 2020
24 replies
42 views

Anyone else having trouble getting TD Ameritrade 1099's to Import? I've never had trouble in past years getting them.

I get the message:

That form wasn’t found

You can ask the financial institution if you'll get this form, and return to import it when it's available.

If you already have the info, you can enter it by hand. (141)

Thanks

Joan

ProSeries Professional

This topic has been closed for replies.

IRonMaN

Level 15

Sounds like the 1099 isn't ready yet. Check back a the end of the week. Well, you can check everyday until it's ready if you like but time is money. 💸

Slava Ukraini!

W

whittlejvAuthor

Level 3

It has been available in the account online since Feb 5th - so I don't know why it wouldn't be available for import.

H

HeatherC

Level 2

As of today 2.13.20 the financial download for TD Ameritrade 1099s are not working. I am still getting the below message. I just wondering if anyone else is having troubles?

W

whittlejvAuthor

Level 3

Yes I am still having trouble getting 1099's from TD Ameritrade. Anyone else having this same issue? Any one else ABLE to get them?

K

ken4

Level 3

Downloads from brokerage houses are very common. I think Pro series should be more aggressive in fixing this problem.

M

MarkieMark

Level 2

5 clients, three different brokerage houses and none will work(one is my own account). All have the same message indicating that client should check back later to see if form is available. Same screen experience with each. Each brokerage has the documents available for client download as .PDF. Edward Jones local broker confirmed with corporate that download is available as soon as client copies are available. Did not have this problem last year....

Any input from a TurboTax user, will the direct import work? Is it just Tax Form Drop Off that is broke?

Any responses from Intuit???

K

ken4

Level 3

Tax season is 33% over, and Proseries seems disinterested in fixing it.

It's their problem, not the brokerage houses.

J

Juliewish

Level 3

I don't think the drop off function works in ProSeries even Lacerte. I agreed with Ken4, it's not the brokerage houses problem but Intuit.

D

dgmconsulting

Level 2

This seems to be the problem for importing any brokerage accounts. This worked fine last year but I am unable to import any brokerage accounts this year. Do we know when this is going to be fixed?

J

JDRM

Level 3

Importing from TD Ameritrade still doesn't work. It didn't work last year and new again this year. Ameritrade tells me it's an Intuit problem. Is there any hope that Intuit will get this working? I hate to enter hundreds of transactions by hand.

J

JNguyen

Level 2

Spoke to tech support on 2-19-2021 and was told to try again today 2-23-2021. Just tried again and it still didn't work.

Looks like we have to call INTUIT every year about this issue.

K

ken4

Level 3

This is an ongoing problem with Pro Series software. It's amazing that a public traded company, Intuit, can get away with this nonsense year after year.

They blame the brokerage houses every year but it is Intuit that is incompetent and misrepresents the truth on who is at fault.

I use TAXACT pro software and have downloaded broker transactions effortlessly this year.

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