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mhbera
Level 1
February 3, 2026
Question

I am attempting to import data from Fidelity and Vanguard. Neither import works even though the browser windows claims it was successful.

  • February 3, 2026
  • 5 replies
  • 122 views
The browser windows says to return to TurboTax. In TurboTax, there is no indication that the import was successful - only 'Back', 'Continue', and 'Skip Import'. Selecting Continue causes the program to attempt another import. Selecting Back leaves a blank unknown 1099-R that wants further editing.

5 replies

user17701655477
Level 2
February 4, 2026

Exactly the same issue here. Any response ?

user17701655477
Level 2
February 4, 2026

Seems to be related to pop-up blocker.  Based on a response to another thread here I switched to Firefox and this time a pop-up came up to text me a code.  That did not happen with either Edge or Chrome.

 

Worked fine after that.

Andy9A
Level 2
February 7, 2026

Exact same problem importing from etrade by Morgan Stanley

Alumni - Expert
HollyPAlumni - Expert
Alumni - Expert
February 11, 2026

This happens if you’ve previously blocked Local Network Access on your browser. In order to successfully import your data you must allow access. 

 

To allow Local Network Access in Chrome:

Click the View Site Information icon (to the left of the address bar) and then turn on Local Network Access.

 

To allow Local Network Access in Edge:

Follow these instructions. 

 

For additional details, please refer to this answer from Doug4.


 

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