wander wrote: if there 's a work-around.
Typing. How many trades do you have?
I have no choice but to use it.
livesoft wrote:Try all possible Wells Fargo entities in the list or call up your tax software folks and ask them. For TurboTax, the entity is Wells Fargo Advisors.
I submitted the Wells Fargo Advisors using H&R provided link. However I don't think it's going to happen soon, so I decide to enter it manually.
sscritic wrote:Typing. How many trades do you have?
I don't trade often it's just easy to make mistake entering it manually. This is my first time with H&R just to save a few dollars but not worth the extra work.
You will need the following information to import your TD Ameritrade tax data into tax preparation software:
Your 9-digit TD Ameritrade account number — To view your account number, go to Home > My Profile > Personal Information > Account information. Or, you can find your account number at the top of your Form 1099, which is located in the Tax Center under Your year-end tax documents.
Your 11-character document ID — To find your document ID, go to the top-right of your Form 1099.
Your 4-digit PIN — To edit your PIN, go to Home > My Profile > Personal Information > Account security.
For Gainskeeper®, enter [your 9-digit account number]@amtd for your UserID, and your 4-digit PIN as your password.
For TD Ameritrade, enter your 9-digit account number as your UserID, and your 10-digit document ID as the password. Include the dash when entering your document ID.
Our Account Download feature lets you export account information, including balances, holdings and transactions, to Quicken® personal financial management software. You select the accounts to be downloaded, choose the time period, and click on Download to Quicken. If you prefer, you can also download account holdings and balances into Excel.
For TurboTax downloads, you can visit http://www.turbotaxonline.com or use the TurboTax desktop software to import your Wells Fargo Advisors 1099 tax information. All you will need is your Wells Fargo Advisors online Username and Password.
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