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Investors & landlords
IB and Turbo Tax are partners and are listed as such on the information. The connection was established successfully connected, goes through the process to download and returns the same error that no data to download. IB has confirmed the connection and the data is there. That the issue is on the Turbo Tax side and has requested logs from Turbo Tax so they can point out the issue. Friends using different software have confirmed their data is importable.
I spent 60 minutes on the call and the customer support agent keeps pointing me to items that away from the real issue toward issues of not being partners and such. I keep pointing out that the system connects. I have even tried entering a bad token and the system refuses to connect.
I have over 2000 entries, so I do not want to enter manually. This is the reason I buy the software. It has worked the previous 3 years, so the issue is isolated to Turbo Tax 2021 Premier.