Downloading Stock statements

Forum|Forum|7 months ago
February 8, 2026
2 replies
30 views

stepping through the download process, Turbo tax says that I "Success, We got your tax data. You can now return to Turbo Tax" when I do, I'm at the same spot . Where is the downloaded data?

SteamTrain

Level 15

@rsipos

You have to accept a strange pop-up that wasn't required last year:

From Doug34:

"I initially ran into the same problem described by others here. The Intuit website declares success, but TurboTax doesn't get the document. In my case this was caused by the fact that I denied the Intuit site permission to access my local network. Choose Allow, and you should be fine. If you already denied permission, you will be stuck until you reset this permission. In Chrome on Windows, you can do this by clicking on the View Site Information icon just to the left of the address bar. Turn on Local Network Access and try again. This solved the problem for me."

____________________

And and another fix here....

Solved: Re: Importing Brokerage data does not work

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*