topic Re: Importing from Betterment in Get your taxes done using TurboTax

Importing from Betterment

sssppp23 — Fri, 07 Mar 2025 18:13:46 GMT

anyone else having an issue importing from Betterment? I'm confident I have the right information from Betterment (confirmed with their helpdesk), but when I hit import in Turbo Tax I get an "error" beep (but no additional information) and nothing happens. I was able to successfully import from 1) Fidelity and 2) E*Trade Morgan Stanley. Any suggestions? Thanks!

Re: Importing from Betterment

CatinaT1 — Fri, 07 Mar 2025 19:09:46 GMT

If you are using TurboTax Online, try importing using a different browser.

See the following TurboTax Help articles for potential fixes:

Re: Importing from Betterment

sssppp23 — Sat, 08 Mar 2025 01:54:42 GMT

thanks! i'm in turbo tax desktop on a mac (sorry should have said that). it keeps making an error noise, but no error message so it's hard to troubleshoot. I did try clearing the cache, closing, opening, logging out and back in, changing security settings just in case.

Re: Importing from Betterment

JotikaT2 — Fri, 14 Mar 2025 00:03:06 GMT

Try following the suggestions in this link. Make sure you have also enabled third-party authorization on the brokerage side.

Re: Importing from Betterment

sssppp23 — Fri, 14 Mar 2025 00:56:55 GMT

thanks! finally got it to work. Even though i spent time trying, i'm so glad the import worked rather than keying everything.