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Thanks for your response which described that standard way of importing financial data.  I've done these steps many times with no success.  Trying 2 different financial companies.  Still no success.  There's something I'm not doing - setting a "flag", opening the financial company, using the wrong browser. etc - that keeps the import from working.  So, any suggestions?

Larry Krebs  (30 year user of TurboTax).