Make sure your broker is still partnering with TurboTax for the import feature. You can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-OID, or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax Partner program. In the info I just posted, there is a hyperlink to see the partner lists.
If you are still unsuccessful, I'd try saving your file and closing your TurboTax program then try to uninstall and then reinstall your TurboTax program.
If problems persist, you may want to contact your brokerage firm to make sure the files are "ready" for import.
Please see the TurboTax FAQ below, for instructions:
How do I import my 1099?
If this does not fix the issue, please contact TurboTax and speak with an agent. TurboTax customer service/support does not have a single phone number but has many different phone numbers based on the type of platform used. So that we can direct your call to the best person/department to help you:
- Click on this link: Contact Us
- Select your TurboTax platform.
- Ask your question / state your problem. Do NOT use the word "refund' or you will get a phone number for tax refunds.
- Click Submit.
- On the next screen, choose the Call option and follow the instructions. You will be given the approximate wait time.
You'll get a toll-free number to a TurboTax expert who is specially-trained to handle your particular issue.
"Irene2805 Employee Tax Expert"
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