Importing from Interactive Brokers

4 replies
89 views

Hello - My tax forms are available but when I connect its as if there are no forms to retrieve. Is anyone else having this issue. I have updated my token id and query and putting in the correct boxes.

Thanks

kjl67Author

Level 2

this is the message I am receiving "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)"

Mike9241

Level 15

contact interactive broker. a PDF my be available but direct impor is from a special electroni file thta may not yet be ready.

TurboTax has faced numerous issues for 2025 with importing from financial institutions. These include Local Area Network issues they may be correctible by clicking on the lock icon in the address bar -permissions for this site. Other issues can arise from firewall and/or antivirus. Even the the browser you are using. Some suggest trying Chrome.

Mike9241

bobhill8

Level 2

Having the exact same issue and error message from Turbotax.

Please post if you find a solution, I really do not want to enter all the consolidated 1099 forms by hand!