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After you file
The issue could be with special characters or two-factor authentication. Please try this solution, which worked for another user and was given to them by an Edward Jones representative.
The following are further troubleshooting steps, if needed:
- Sign in to your brokerage account and confirm you have enabled third-party access to your account information
- Change your password for your online brokerage account, then sign back in to TurboTax and start the import process again using your new password
- Check with your brokerage to see if you need to be enrolled in online access in order to import
- When signing in to your brokerage account from TurboTax, try entering two extra characters at the end of the password, then delete the extra characters and press enter
Reference: What if I can't import my 1099? - Intuit
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‎February 22, 2023
8:53 AM