Interactive Broker Download not working for TurboTax Deluxe Desktop

[alphacharlie1]

This is what I get "Let's get your forms.....you can ask interactive brokers if you'll get tax forms this year, and return to import when they're available. If you already have the info, you can enter it by hand. (902)"

The 1099 is available on Interactive Broker. IB is saying that "If the issue persists after refreshing the Query ID and Token, we recommend contacting TurboTax support for further assistance, as the issue may be on their end."

Whom can I contact on TurboTax end to rule out that the issue is not on their end?

[bobhill8]

same issue, talked to and exchanged email with Interactive Brokers support,

they say tax forms are completed (and pdf of 1099 is available in Reports),

but still no solution for the Turbotax reply that "IB forms not available yet" 

[CatinaT1]

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:

1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
2. Find Local Network Access in the dropdown menu.
3. Toggle the switch to ON.
4. Refresh the page and attempt your import again.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import...

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.

[bobhill8]

just amended 1099 and now can be imported

[alphacharlie1]

I received an email from Interactive Brokers that an amended 1099 Form is available. I looked at the amended 1099 and there was no change at all from the original 1099 I had received. However, as pointed out in the previous post after I received this amended form 1099, import into TurboTax worked perfectly with no issue at all.

I did not have to disable my antivirus for the upload.