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Get your taxes done using TurboTax
I was instructed to keep trying, using each one of the different brokerage houses. When that did not work, I was instructed to switch to Google Chrome as my default browser, because TurboTax apparently has issues with Safari (the default Mac browser). I was instructed to ALSO go directly to the brokerage site, log on and allow access if it was available on the brokerage site (not full access, just for tax data). I then tried one of the brokerage firms two additional times, then it worked (partially as it turned out) on the third attempt. After another extended series of attempts, I was instructed to wait a day, update TurboTax, and try again. Today, I was successfull in getting two brokerage data files uploaded; but TurboTax deleted my import of last year's tax file (which worked fine yesterday) and isn't giving me the option to import it again, so I'm having to manually compare the two files, to see if there are any outliers I need to check on. I've NEVER had this much trouble with TurboTax. I did have problems downloading TurboTax in a previous year, but it "suddenly worked"' and that same year I did have difficulty with a couple of brokerage firms, but they had minimal information so I just manually input the data. Good luck. I'm not ever calling again unless I'm really desperate.