topic Importing tax information in Get your taxes done using TurboTax

Importing tax information

DanK48 — Thu, 06 Mar 2025 20:01:28 GMT

Import of 1099 information from Goldman Sachs Private Wealth Management isn't working. I can login to GS, but the transfer consistently fails. Anyone have a fix for this problem?

Re: Importing tax information

MarilynG1 — Tue, 11 Mar 2025 20:49:08 GMT

Make sure you have 'third party access' enabled in your broker account settings.

Often it's anti-virus software blocking the data transfer. Here's How to Turn Off Anti-Virus Programs.

@DanK48

Re: Importing tax information

KristinaK — Wed, 12 Mar 2025 21:22:46 GMT

@DanK48 Can you please retry importing and let us know if it worked for you this time? Thanks!