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turbotax desktop 2025 premier - not importing 1099B from mutual fund companies - Vanguard, Fidelity, etc
I've googled and have found lots of users having same issue.
I go to import, am able to connect to financial institutions, get a message that it was successful, but then there is no information when I return to the program.
I have tried fixes recommend:
- turned off virus protection
- made sure cookies are not being blocked
- software, both windows and turbotax are up to date
- another solution states to download statements and then upload the pdf into turbotax - I do not see an option to upload a pdf into turbotax (I've seen it in prior years, but it never worked. i don't see the option in the 2025 desktop version)
HELP!!
‎February 22, 2026
2:45 PM