Brokerage importing not working

3 replies
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Using TT Deluxe download version for TY 2025 and Edge. Cannot import brokerage info from 2 different major brokers. Software says success but no documents show up. It has always worked fine in previous years. Have tried numerous times over the past several days, same results. What gives?

baldietax

Level 12

what gives is your browser permissions, see

https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-vanguard-but-not-on-turbo-tax/01/3746947#M1390363

baldietax

Level 12

(plus shitty error handling by Turbotax)

bkaldenAuthor

Level 2

Thanks baldie, I was able to figure out how to change the browser setting and successfully download everything.

For Edge users, here is the process:

Open your Edge browser and go to settings

From the selection list, select Privacy, Search & Services

Select Site Permissions > all sites

go to intuit.com on the site list and press the arrow on the right side of the page

at the bottom of the permissions list is Sites can ask to connect to any device on the local network, from the selection box on the right choose Allow

You should really not have to jump thru all these hoops, we never did in the past. Poor programming on their side...