Import Your Investment Results into TurboTax® - YouTube

With TurboTax, it’s easy to import your investment results.

We expect to have most 1099s available online in our Tax Center by February 15,

2022. All forms should be posted by February 17.

Now, let’s start importing your investment results. To begin,

you need two pieces of information: your account number and your 1099 document ID.

To find your account number, log in to your TD Ameritrade account, then on the Client

Services tab, select Personal Information. The number is listed under Account information.

Your 1099 document ID information can be found on the form you received for tax year 2021.

The document ID is located in the top-right corner, and the account number is located at

the top in the middle of the document. You can also access a copy of this form through

the TD Ameritrade Mobile app. Go to the Accounts tab, select Documents, and then Tax Documents.

If you have trouble locating your document ID or account number, call 800-669-3900.

Once you have your account number and document ID, sign in to your TurboTax online account

by following the directions earlier in the video.

To start, follow the prompts to fill in or verify all your personal information.

To import your investment results, select Federal, and then Wages and Income. From

the Your Income page, select add more income, and then See list of all income.

Additional income options appear under All Income. Scroll down to Investment

Income and select Show More. Next to Stocks, Mutual Funds, Bonds, Other, select Start.

When asked “Did You Sell Any Investments in 2021?”, select Yes.

When asked “Did you get a 1099-B or a brokerage statement for these sales?”, select Yes.

Now you can Import your 1099-B from your bank or brokerage.

In the box, type TD Ameritrade, and select it from the list below, then select Continue.

Next, enter your TD Ameritrade account information. In the Account Number box,

type your account number, and in the Document ID box,

type the Document ID from your 1099 as instructed, then select Continue.

Your forms are automatically selected in the next screen.

Individuals typically import all available documents.

The most common include the 1099-B for buy and sell information, the 1099-DIV for dividends, the

1099-INT for interest, the 1099-MISC for miscellaneous income data, and the1099-OID for

bond-related information. Be sure not to unselect the Direct Deposit Info. This will make it easy

to deposit your refund into your TD Ameritrade account, if this is what you were planning to do.

Before importing the documents, select View Details next to each

document to review it for errors. If there are any missing transactions

or corrections, you’ll need to fix them manually. TurboTax will provide

instructions for how to do this. If the documents are correct, select Import Now.

Review the Import Summary information. Then select Done.

It’s important to note that some transactions are not included in the uploaded documents and must be

reported manually. These transactions include regulated futures contracts,

foreign currency contracts, nonequity options, dealer-equity options, market discount,

and dealer-securities futures. To report these transactions,

return to the Wages & Income tab, and scroll down to the Investment Income row.

Then, next to Contracts and Straddles, select Start.

From here, you can report tax information for these additional transactions.

If you have questions about how to report these transactions,

contact the software provider or your personal tax advisor.

After finalizing your return, you can deposit your tax refund directly into your TD Ameritrade

account. Here’s how it’s done. When asked “Where would you like your refund deposited?”,

select your TD Ameritrade account, then select Continue.

On the next screen, verify the TD Ameritrade routing number, 021912915,

and your account number, then select Continue.

And that’s it; you’ve successfully imported your investment results into TurboTax.

If you need any help importing your investment results,

call TD Ameritrade client services at 800-669-3900.