To import your TD Ameritrade account information into TaxACT, follow the steps below.
You will need to know your TD Ameritrade account number and your document ID. Your document ID will be located on your TD Ameritrade statement or Form 1099-B statement. If you do not know your document ID, you will need to contact your TD Ameritrade representative to obtain this information.
The image below shows you where the Document ID is located on your TD Ameritrade Form 1099-B: