topic I HAVE TURBO TAX 2025 PREMIER AND AM NOT HAVING ANY LUCK IMPORTING DATA FROM MY FINANCIAL INSTITUTION. in Get your taxes done using TurboTax

I HAVE TURBO TAX 2025 PREMIER AND AM NOT HAVING ANY LUCK IMPORTING DATA FROM MY FINANCIAL INSTITUTION.

budmor79 — Thu, 12 Feb 2026 21:58:48 GMT

I am having problems importing data from my financial institution. Software says it was successful but I see no data in turbotax 2025. help?

Re: I HAVE TURBO TAX 2025 PREMIER AND AM NOT HAVING ANY LUCK IMPORTING DATA FROM MY FINANCIAL INSTITUTION.

baldietax — Thu, 12 Feb 2026 22:01:45 GMT

you need to set the browser permissions to allow it to import, see

https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-vanguard-but-not-on-turbo-tax/01/3773709#M1402209

Re: I HAVE TURBO TAX 2025 PREMIER AND AM NOT HAVING ANY LUCK IMPORTING DATA FROM MY FINANCIAL INSTITUTION.

AnitaKChuck — Fri, 13 Feb 2026 23:39:23 GMT

YES, I have the same problem to see that TurboTax connected to my financial institution and asking me to consent with the data, linked, but data does not show up in INCOME. This is a serious TurboTax BUG!

Re: I HAVE TURBO TAX 2025 PREMIER AND AM NOT HAVING ANY LUCK IMPORTING DATA FROM MY FINANCIAL INSTITUTION.

budmor79 — Sat, 14 Feb 2026 00:21:04 GMT

Yes! Went into browser yesterday and undid the block i had done the day before when permission was requested for third party access. Fixed the problem, thankfully.

Re: I HAVE TURBO TAX 2025 PREMIER AND AM NOT HAVING ANY LUCK IMPORTING DATA FROM MY FINANCIAL INSTITUTION.

budmor79 — Sat, 14 Feb 2026 00:26:29 GMT

I spent an hour on phone day before yesterday with a nice gal at TurboTax. She attempted to help me but was at a loss. Wasn't until I found the suggestion on here yesterday about allowing TurboTax to access my data by changing my browser setting that I fixed the problem. I also made Chrome my default browser while doing my taxes. Don't know if that helped?

Re: I HAVE TURBO TAX 2025 PREMIER AND AM NOT HAVING ANY LUCK IMPORTING DATA FROM MY FINANCIAL INSTITUTION.

ChasinSF — Mon, 16 Feb 2026 21:15:12 GMT

I am using Chrome and have TT H&B and had the exact same issue. Searched for this online and got these two things which I did. I also disabled my adblocker and privacy badger extensions. I believe the second one did the trick as I did not have any issue with the window popping up so I am pretty sure it was not allowing network access as you can see the site URL was blocked when you go to that setting. Simply selecting ALLOW for that URL did the trick for me.

1. Allow Pop-ups and Redirects (Crucial)

TurboTax opens a separate, secure window for you to log into your financial institution. Chrome often blocks this, causing the import to freeze or fail.

Fix: When the screen says "Get forms" or "Import," look at the far right of the address bar for a pop-up blocked icon (a window with a red 'x').
Click the icon and select "Always allow pop-ups and redirects from https://turbotax.intuit.com" (or similar, like fidelity.com or vanguard.com depending on the pop-up).
Alternative: Go to Settings > Privacy and security > Site Settings > Pop-ups and redirects and add https://turbotax.intuit.com to the allowed list.

2. Enable Local Network Access

If you are using the TurboTax desktop version, or if the website requires connecting to a local security service to complete the authentication loop, you must enable local network access.

Fix: Click the View Site Information icon (the lock symbol) to the left of the address bar.
Click "Site Settings".
Scroll to the bottom and find "Local network access".
Change the setting to "Allow".

Re: I HAVE TURBO TAX 2025 PREMIER AND AM NOT HAVING ANY LUCK IMPORTING DATA FROM MY FINANCIAL INSTITUTION.

budmor79 — Tue, 17 Feb 2026 02:47:39 GMT

What you suggest is what I finally did and had success! This is something the tech at TurboTax should have been able to tell me when I called. Gal was nice and tried to be helpful but she never offered this solution?!?! Only solution was to enter data manually and I said not happening so my search for answers continued.

Re: I HAVE TURBO TAX 2025 PREMIER AND AM NOT HAVING ANY LUCK IMPORTING DATA FROM MY FINANCIAL INSTITUTION.

ChasinSF — Thu, 19 Feb 2026 15:30:19 GMT

Glad it worked for you. I always google for such issues to see what might be out there. In this case Gemini came up with these solutions. Score one good thing for Ai. 😉

Re: I HAVE TURBO TAX 2025 PREMIER AND AM NOT HAVING ANY LUCK IMPORTING DATA FROM MY FINANCIAL INSTITUTION.

ale4 — Sat, 21 Feb 2026 19:23:50 GMT

I have done all those things and still nothing. I get the Success! We got your tax data. You can now return to TurboTax. When I return to TurboTax I am still on the same screen where I started and I just keep going around and around this vicious circle. When I try and break the circle and go back to the Wages & Income I end up at Let's finish pulling in your investment income. I can't get out of it without shutting down the app and starting all over. I am about ready to go to H&R Block. This worked so well in past years.

Re: I HAVE TURBO TAX 2025 PREMIER AND AM NOT HAVING ANY LUCK IMPORTING DATA FROM MY FINANCIAL INSTITUTION.

ChasinSF — Sat, 21 Feb 2026 21:05:05 GMT

Sorry to hear, I am not a TT advisor, but there are many reasons why this could be happening on your system. I have used TT for many years and this is the first time this has happened to me too. Its either a TT things or a Chrome browser thing. You could change your default browser on your computer so that when TT opens that window it is not using Chrome but Firefox, Edge etc. I would advise posting here on a separate thread and also indicate what browser and version you are using, and what computer operating system you are using. Best of luck!

Re: I HAVE TURBO TAX 2025 PREMIER AND AM NOT HAVING ANY LUCK IMPORTING DATA FROM MY FINANCIAL INSTITUTION.

bdscates — Sun, 22 Feb 2026 00:11:17 GMT

I never had a problem with TurboTax until this year. It started from installation and it continues. I wonder if there's any way we can get a refund. Having problems importing, it's not calculating my pension correctly, and the list goes on

Re: I HAVE TURBO TAX 2025 PREMIER AND AM NOT HAVING ANY LUCK IMPORTING DATA FROM MY FINANCIAL INS...

CatinaT1 — Mon, 23 Feb 2026 17:50:05 GMT

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:

Re: I HAVE TURBO TAX 2025 PREMIER AND AM NOT HAVING ANY LUCK IMPORTING DATA FROM MY FINANCIAL INSTITUTION.

Bfair1599 — Thu, 26 Feb 2026 20:35:42 GMT

Can you explain how you allowed "TurboTax to access my data by changing my browser setting that I fixed the problem" I went into settings and saw that my protection was not the highest level but that doesn't work. And I don't want to remove all protection. Can you walk me through the steps to change the browser setting?

Thanks

Re: I HAVE TURBO TAX 2025 PREMIER AND AM NOT HAVING ANY LUCK IMPORTING DATA FROM MY FINANCIAL INSTITUTION.

user17721556329 — Fri, 27 Feb 2026 01:29:38 GMT

Turbotax Premier (and other verions) basically are WORTHLESS for downloading data. You can go through all the hoops, giving Turbotax access to your financial institutions forms, but they download NOTHING and still force you to enter all data manually. Since ANY tax software can do this, why spend money on Turbotax at all when there are free options available.

Re: I HAVE TURBO TAX 2025 PREMIER AND AM NOT HAVING ANY LUCK IMPORTING DATA FROM MY FINANCIAL INSTITUTION.

edwardhughes092 — Fri, 27 Feb 2026 21:00:53 GMT

I have to agree. I've been using TurboTax for 30 years or so. I'm having the same issue with Wells Fargo and while I think I'm following the guidance referenced above, I'm still having no luck.

This business of having to reset your browser to allow permissions or access is horse@#$. They make no allowances for those of us who aren't quite so computer literate. While I appreciate the suggestions offered on this page, it really hasn't done me any good. I think this might be the last year I buy the product (Premier Version). I retired from the financial services world a few years ago and I'm familiar with Plaid and some of the other integration platforms that provide this service, but it just seems to me TT has dropped the ball with it's customers here. They are basically saying, "here, you figure it out". I'm not sure who's doing QA or use case testing on the Intuit side, but I've wasted 2 hours at this point. I guess I'll have to try the support desk.

Been a long-time user of Quicken too and I'm glad they separated from Intuit a decade ago. No interface problems there.

Re: I HAVE TURBO TAX 2025 PREMIER AND AM NOT HAVING ANY LUCK IMPORTING DATA FROM MY FINANCIAL INSTITUTION.

ChasinSF — Fri, 27 Feb 2026 21:34:27 GMT

I have to agree as well Edward. I am not sure what the training/experience requirements are to be an "Expert" on this board, but clearly it is not IT or software programming related as the suggestions here did not work and I only happened to stumble across the solution that worked for me after searching online. Even then, it was not easy to find the setting in Chrome that needed tweaking. Now the question is, is this a TT related issue or is this a Chrome related issue? I will say, that the last few years downloading my investment information from WellsFargo and LPL Financial worked just fine. Its just this year it did not. This makes me think it is a Chrome thing, which they are constantly updating. So I would not be surprised if they added this "allow Chrome to have local network access" thing was something they put in to increase security. Has anyone had issues using Edge, Firefox or Safari? I just replied to another question on this and the key is you need to do these changes to Chrome AFTER TT has opened the window to your financial institution so that you can tell Chrome to allow THAT URL address to allow local network access. Otherwise changing the settings before you are on the actual webpage that TT opened, will not work.

Re: I HAVE TURBO TAX 2025 PREMIER AND AM NOT HAVING ANY LUCK IMPORTING DATA FROM MY FINANCIAL INSTITUTION.

ChasinSF — Fri, 27 Feb 2026 21:38:04 GMT

This solution worked for me, I am using Chrome for Windows 11:

When you go to import from TT it will open a window in your browser. Go to the far left of the URL bar and you will see an icon to the left of the bar that looks like an audio slider equalizer symbol, click on that then select SITE SETTINGS. Scroll down and then click on LOCAL NETWORK ACCESS and then you should see the URL of the site you are trying to access as being "blocked". Click on that and choose allow. Then choose to import your data. If it says SUCCESS! but it is not downloaded into TT, then try it again, it should work the second time if it did not the first since the setting has now been changed.

The key is you need to let TT open a Chrome window so it is on the website you are downloading the data from before you do any of the above. Just opening Chrome and changing settings without being on the website TT opens WILL NOT work because what you want to do is tell it to allow access to that specific webpage address, which won't show up in the settings local network access window if it is not open in that window.

Hope this helps.

C-

Re: I HAVE TURBO TAX 2025 PREMIER AND AM NOT HAVING ANY LUCK IMPORTING DATA FROM MY FINANCIAL INS...

MarilynG1 — Sun, 01 Mar 2026 21:48:55 GMT

Once your browser has opened a window to Sign In to your financial account, click the icon to the left of the URL address. Then click on 'Site Settings'. On the list that opens, scroll down to LAN and choose 'Allow'.

@Bfair1599

Re: I HAVE TURBO TAX 2025 PREMIER AND AM NOT HAVING ANY LUCK IMPORTING DATA FROM MY FINANCIAL INSTITUTION.

umsinch — Tue, 03 Mar 2026 17:19:19 GMT

I tend to agree with you. I've also used TT for more than 25 years without incident.

Now the 2025 Premier version of TT has some serious issues.

1 - requires an end user to go into browser settings to get the import to work - I'm pretty tech savvy & it still took me 2 hours to find & implement the solution. Still can't get it to work for my sister's PC. Can't imagine how a casual user must feel.

2 - now it opens a window that requires me to sign-on to my financial institution - based on how this version of TT is running, I'm worried about whether proper security is in place & not sure how I'd feel about giving my ID/password to a tax person if this doesn't change.

Certainly not the TT quality of past decades.

Would suggest TT give the Document Import function some immediate & much needed tuning/work to return it to a usable tax package.

Re: I HAVE TURBO TAX 2025 PREMIER AND AM NOT HAVING ANY LUCK IMPORTING DATA FROM MY FINANCIAL INSTITUTION.

rockhillranch — Sun, 15 Mar 2026 22:55:32 GMT

UPDATE: I'm afraid this got lost ... going to post as a new question / thread.

I have tried every suggestion in this dialog and am STILL not able to import from LPL financial. The error message:

We can connect to LPL Financial but can’t find the right kind of accounts. Select an account at a different provider. (106)

I have 42 pages of activity to import and, while I can just use the summary page, I do not believe TT has the ability to attach the scanned pages to provide clarity (as some other SW can).

Call me VERY FRUSTRATED in Texas!

Any advice is greatly appreciated .... thank you .... AM Smith