Importing Brokerage data does not work

92 replies
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I am using TT Premier. I have been importing for years so I am not new at this. I successfully imported my W2 already this year. When I try to import 1099s from Fidelity and Schwab, I get the same message:

"Success! We got your tax data. You can now return to TurboTax."

But there's nothing there in TT. No data.

Schwab and Fidelity both say the data is ready for importing. I can type everything in manually, but I pay for the import function and I expect it to work. I have other info I need to import as well.

Can someone help?

John

PS. I restarted my PC, updated Windows, updated TT, cleared my cookies and cache etc

JamesG1Answer

Alumni - Intuit

I am able to import tax information from a financial institution using TurboTax Online Windows 11 and a Chrome browser. However, the financial institution is not Fidelity or Schwab.

Perhaps you should try using TurboTax Online in another browser.

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shaq1946

Level 2

Solved!!!

I found that there is a "block" function on my browser (MS Edge) that prevents TT from importing the data. There is an icon (mini picture) of a padlock at the beginning of the address line https://... that blocks the import of data from the site.

Click on the small padlock and select Allow.

LeticiaF1

Alumni - Intuit

If TurboTax is not letting you continue, you can try the following:

Go out of your program and go back in.
Clear your cache and cookies.
Try a different Web Browser.

If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates".

If you have any additional questions or information regarding this please return to TurboTax Community and we would be glad to help.

@shaq1946