Note: If using the TurboTax CD/Download software, you'll use the Find function (instead of "My Account") to search for the topic. Once there is a green check-mark next to "I'm not a robot", you may scroll down and click Continue to import the 1099-B. (For TD Ameritrade, this is the Account Number and Document ID.) For security reasons, you'll need to click the box next to I'm not a robot and follow the instructions. Nice! We can go ahead and import your 1099-B now. (Click the second screenshot below.) Enter the information requested to access your account.Select TD Ameritrade under the popular choices, then scroll down and click Continue. (Click the first screenshot below for reference.) Did you get a 1099-B or a brokerage statement for these sales? Click Yes.You'll land on Did you sell any investments in 2017? Click Yes.In the results box, highlight 1099-b, then click GO. In the I'm looking for: box, type 1099-b.(Click the second screenshot below.) Enter the information requested to access your account. (Click the first screenshot below for reference.) Nice We can go ahead and import your 1099-B now. In the pop-up window, select Topic Search. Select TD Ameritrade under the popular choices, then scroll down and click Continue.Click Tax Tools (lower left of your screen).(If your return isn't open, you'll need to sign in and click Take me to my return.) Continue your return in TurboTax Online.You can import your 1099-B from TD Ameritrade because it participates in the TurboTax Partner program.
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