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Level 3

Question

Import from Interactive Brokers does not work

Forum|Forum|4 years ago
February 17, 2022
3 replies
0 views

Hello,

First of all I do know how it is supposed to work. I've generated Query ID and Token in IB and I am typing these in the right place. I know it's correct since if I mess it up on purpose I am getting different results (login error).

When I do type in correct credential (as of today, 17th of Feb) I am getting:
"You can ask the financial institution if you'll get this form, and return to import it when it's available.

If you already have the info, you can enter it by hand. (902)"

Before the 16th when I tried it was getting info that connection was successful but all the forms will be available on the 16th of Feb.

Anyone managed to import anything from Interactive Brokers? Is there anything wrong with my account? Maybe Interactive Brokers is simply not ready yet and the forms will be available later?

Thanks

TurboTax Premier Online

RobertB4444

Level 15

Interactive Brokers is definitely a partner with TurboTax and your import will work. Quite a few brokerages don't have the online imports ready even though the paper forms are ready until late February or early March. You can check with them to see if they have a date ready but I would think it would be soon.

Here is some more information.

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only1putt

Level 2

I have the following message:

This import was unsuccessful. There isn't any tax-related info to import right now ...

I have communicated with IB and they stated

"We got an update from the corresponding team that all your requests for 2021 for this account has been processed from their end and they didn't find any issue either.

Hence we would advise to contact Turbo Tax support and see if you could get logs from them and provide us to assist you further.

Difficult in talking to someone at TT. Everything is referred to here.

LindseyLO

Level 12

More assistance with getting your information imported has been provided by clicking here. It will also assist you with entering manually if you are still having trouble with importing.

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thetinhorn

Level 2

Feb19 i still get the error message that import failed anyone have any updates?

CatinaT1

Level 15

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:

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

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.

Helpful TurboTax Articles:

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kjl67

Level 2

I am getting similar message. I have renewed my token and query number. Never had an issue . I can see the forms in account but not able to download - it seems to be blocked. Anyone else still having this issue

CatinaT1

Level 15

Did you enable Local Network Access?

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:

Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
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 in my browser?

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.

Helpful TurboTax Articles:

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

MarilynG

Level 15

I dont get it why? I have the same issue only had IB for 10 years and TT for 2X . So after having connection established The import is unsuccessful. I went thru two browsers and at this point have nowhere to go. After the stock went down 48% since beginning 0f 2026 maybe they can go back to India and get the bugs out.

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.