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Business & farm
It is possible. I have seen something similar in a post earlier in the season. I don't remember which brokerage firm it was. You may be able to call them and ask if the document was made available for importing.
I found a few more troubleshooting tips for you. I hope they help.
Here are some troubleshooting tips for importing:
- 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.
- Double-check that you're entering the right credentials on the import screen. Depending on your institution, you could be asked to enter any combination of username and password, fund number, account number, or document ID number.
- Check with your brokerage to see if you need to be enrolled in online access in order to import.
- If you're using TurboTax Desktop, make sure your program is up to date.
- 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.
You can also try Troubleshoot TurboTax Desktop for Windows issues.
If you cannot import, you can always enter your Forms 1099 manually.
If you have additional information or questions regarding this, please return to Community and we would be glad to help.
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March 24, 2025
4:44 PM