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Get your taxes done using TurboTax
Kudos, @CatinaT1! I reviewed a bunch of advice and tried different things, but only your advice resolved the issue! And it is so simple!
I am importing from more than one external source and received the message that they were successful, but when returning to TT, nothing was actually being imported into TT - so I can confirm that it is not a brokerage specific issue, but a system issue.
I followed your instructions to adjust the browser settings - specifically, I located the View Site Information icon (the "lock" icon) on the far left of the address bar, and used the drop-down menus to allow pop-ups AND local network access. This resolved the issue. Thank you!
Friday