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.
If you have trouble importing from TD Ameritrade, try importing through GainsKeeper by following the instructions below:
On the GainsKeeper login screen you will enter your account information as follows: