Wen I try to import data from Bank of America to TT H&B Desktop version, everything appears to be fine. However, after receiving the "Success! We got your tax data. You can now return to TurboTax." window I then get a TurboTax error window popping up, that says ""Looks like we've run into an error." We're sorry but we need to close TurboTax. This may cause you to lose some of the info you've entered so please review your return after restarting to make sure nothing's missing. Help us improve TurboTax by sending the error report created for this issue. we'd also like to get some details about your experience when you encountered this error - please use the box below to provide additional comments. We will only e-mail you if we need more details about this error.""
I have replied about this error to TurbTax and sent my comments to TurboTax from this error page. This has been going on for about a month. I even spoke with TuboTax to try and fix issue, but with no success. I cleared cookies in both Chrome and MS Edge , changed my default browser from Chrome to Edge, uninstalled the and reinstalled software and changed screen resolution as advised. However, I keep getting this error and TT crashes and anything done post my last save is then missing. I will say I am able to import from a different financial institution successfully, however the import is done differently.
When importing from Bank of America, I get a message from TT that says it will be opening a new browser window, which takes me to a special portal between TT and BofA to log in. I put in my credentials and then get my 2FA screen, enter the code, and see a TT icon with two arrows going back and forth to my BofA icon. When it is complete I then get the message from above "Success! We got your tax data. You can now return to TurboTax." then the error message in the TT H&B software. When I close the page by either replying in the comments with my email address, or just canceling, the TT software shuts down. When doing an import from Merrill Edge, the import is done directly from the software and does not open a new web browser. The import is successful.
Sorry for the long blown out explanation, but wanted to include as many details as I could. Has anyone experienced this before? I cannot find any other posts from this current tax year.
