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Get your taxes done using TurboTax
I may have figured it out through a process of elimination. In previous attempts, I tried to download 1099's for multiple accounts - brokerage, checking, home equity LOC. Tonight, I tried all three again with no success. Next, I removed the checking account - still no luck. I then removed the HELOC - still unsuccessful. When I only downloaded the brokerage account, SUCCESS!
The other statements are easy enough to add manually; the brokerage account is the one that I really wanted and is most time-consuming if one has to enter everything manually.
Hope that others have similar success!
‎February 22, 2024
4:11 PM