Import from Interactive Brokers does not work

[MarilynG1]

Since everyone's computer/internet settings differ, all we can do in this forum is pass along what has worked for others for successful importing.  Most import issues at this time are related to communication/security settings.

• Make sure your broker account settings allow 'third party access'
• Disable VPN/anti-virus programs temporarily
• Use an incognito browser window
• Allow LAN in Browser Settings

Remember that the IRS already has copies of all your 1099's.  A Category Summary Total is acceptable for reporting in your tax return.

@mjpb52 

[mjpb52]

I just downloaded a few days ago another IB 1099B and 8949 different account same computer. Its like the luck of the draw? how many times do you think your program freezes when you update especially if you have multiple states, it takes a minimum of three tries  especially after you shut off system a few times.. I do understand credible excuses but I will have to dowload to a laptop .  I havent been my usual self with prognosis of cancer last week and having this much trouble.

[MarilynG1]

Oh my, I'm sorry to hear that!  I'm using a Lenovo laptop, and though updates are time-consuming (I have multiple states too), I haven't had my computer freeze in the process.  I do 'shut down' every evening.  I hope that things improve for you, and that you are able to complete your tax return without too much added stress.  After all, they are certainly not the most important thing we have to do in life.  Take care of yourself!

@mjpb52 

[mjpb52]

Sorry for years I have been doing my kids and our Taxes . I guess I just flipped out certainly K1's finally came in today and can accomplish something prior to whatever plans they have for me.  As a trader for the family my TT is rather complex and to be told manual entry is out of the question.