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If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

Perhaps I should clarify: -using TT desktop -not electronically filing Fed or State – printing and mailing returns -TT has all the relevant SS income information -TT does NOT transfer information to Form 40, Part IV, line 5, where the state wants to know, “Do you have income which is reported on your Federal return, but not reported on your Alabama return (other than your state tax refund)? If yes, enter source(s) and amount(s) below:”  Instead, TT erroneously checks the box “NO” -After entering all information, TT does a check for Accuracy, and says Yes to accuracy of calculations, missing information, and errors. Of course, we know that is not true, because TT has incorrectly reported Alabama’s Part IV, line 5. This is essentially the same type issue TT has on the 2025 Federal 1040, where TT ignores the question “check here if your main home….was in the U.S. for more than half of 2025.” All the relevant information is entered, TT declares it checked for accuracy, but TT fails to populate the check box. I have no idea if TT is sending complete and accurate information for those who file electronically, and suggest that neither do the taxpayers who do so.

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

Some have received a message from Charles Schwab saying downloads would be enabled on Feb 27th.   If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

It depends. Form 1040‑X only shows changes to your tax liability, not changes to penalties TurboTax originally calculated but now removes. Here is a specific way to prepare your amendment.   Fix Form 2210. In TurboTax, go back to Other Tax Situations > Underpayment Penalties. Walk through the interview for the "Annualized Income Installment Method." This will generate a new Form 2210 showing that your Roth conversion happened late in the year (Q4) and that your withholding/payments were sufficient based on that timing. Check "Forms Mode" (Desktop) or "Preview" (Online). Look at your Form 1040-X. Even if the tax lines (1–11) show no change, look at the Explanation of Changes (Part III).  Step 3: Manually Explain. In the "Explain why you are amending" box, you must be explicit. Use language like: "Amending to request a refund of the underpayment penalty paid with the original return. Form 2210 has been updated using the Annualized Income Installment Method to reflect that the Roth conversion occurred in the 4th quarter, eliminating the penalty." If TurboTax still refuses to show a refund amount on Line 21 of the 1040-X, the IRS occasionally prefers Form 843 (Claim for Refund and Request for Abatement) for penalty-only recoveries. Here is a link to download form 843 to download and mail in. This is a stand-alone form that does not need an ameneded return to be attached to it.   Most people just mail the 1040-X with the updated Form 2210 and their explanation. The IRS will review everything and notice if there’s been a penalty overpayment and refund the amount of the overpayment even if this isn't reflected on the 1040X.    

In TurboTax Online, enter an IRS form 8283 for a charitable contributions for less than $5,000 in physical non-cash goods.  Follow these steps:    Down the left side of the screen, click on Federal. Down the left side of the screen click on Deductions & credits. Scroll down to Donations to Charity, click Start/Edit/Add to the right. At the screen Your charities and donations, select Add another charity. At the screen Let's enter your charities one at a time, add the charity name and select Items and stock. At the screen Tell us about your donated items or stock, enter the information. Depending upon the nature of the contribution, there may be other questions to answer. The software generates the form when the form is needed to report a charitable contribution.   See this TurboTax Help.    

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax? @ModestMouse @user17710127242 

@hwaltzer wrote: I was able to connect with Merrill Lynch and the program said my information was imported but nothing shows up in Turbo Tax  Your statements (1099s) may not be ready for import into TurboTax (despite the fact that they are available for viewing and download).