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MarilynG1 · ‎February 5, 2024

I am able to import from Fidelity in my test returns with no issues. For Prudential, I get a message stating documents will be ready 2/7/2024 for import (posted below).

The problem is that there is no 'common denominator'. Many people can import from every financial institution that is linked in TurboTax, but not everyone. Why some can and some can't, from the same institutions, has more to do with the unique configuration of personal computers that are out there, trying to import.

There are no financial institutions that are linked that no one can import from.

We often suggest that users go to TurboTax Tech Support, where a tech may be able to tell (by getting into that computer) what is blocking the import (malware?).

We are not techies in this forum, but EA's and CPA's giving Tax Advice, but we try to pass on what we learn from others in the Community.

Here's some general info on Import Issues.

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