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Unable to import from LPL Financial
I am having trouble using the import tool to get tax data from LPL Financial. Message says "The import was unsuccessful. There isn't any tax-related info to import right now. ....
I remember there was a problem with importing from LPL in 2022. But, I could find evidence that this was a problem and it was being worked on. This time, I can find no commentary on this problem.
I have several LPL accounts, and I really do not want to input all the information manually. It usually works so effortlessly.
Sugestions?
March 19, 2025
3:21 PM