Thank you for your reply. I resolved the issue.
I am using a downloaded version of TurboTax. When I tried to import financial data, the program opens a web page. I then opened my financial institution web page (this was the error). I went back to the web page TurboTax opened and selected the button to transfer the information. A message displayed saying the data was received successfully. However, the actual TurboTax program said there was an error.
I discovered I need to have the TurboTax web site open my financial institution web page for the transferred data to be imported into the TurboTax program. This is the procedure I used:
- Select to transfer the data in the TurboTax program.
- Allow the TurboTax program to open a web browser.
- In the web page, select the button to transfer the information. Do not open your financial institution web page.
- Enter your financial institution credentials on the separate window that opens.
The web page transferred the data and the TurboTax program successfully received the data.
