topic 1099 data missing after "Successful" import from brokerage in Get your taxes done using TurboTax

1099 data missing after "Successful" import from brokerage

jfadams — Fri, 13 Feb 2026 21:29:35 GMT

For several years I have used TurboTax's "import" feature to import 1099 brokerage data. No problems until TY2025.

I can view and download 2025 1099-DIV, 1099-INT and 1099-B forms from Schwab and Vanguard using their respective portals. And I can successfully log into the Schwab and Vanguard accounts using the TurboTax import feature. I even get a browser splash screen at the end of each import saying my data was successfully imported and to return to TurboTax. However, when I return to TurboTax I am at the same screen giving me the option to either "Skip Import" or "Continue". The latter option restarts the import process with the same result. An endless loop. None of the successfully imported data appears in either the Step-by-Step view or the Forms view.

Have tried skipping to another topic and then returning to the Dividends, Interest, or Stock Sales tabs.

Have tried saving, exiting TT, restarting computer and restarting TT.

Have searched for imported data (which I cannot find in a brokerage by brokerage format this year).

Using TurboTax Home and Business desktop version on a Windows computer running Windows 11 and Chrome browser.

Did notice that during the very first import attempt a security message popped up (from Windows or Norton ???) asking if I wanted to allow something (TurboTax, brokerage, browser or something else ???) to search for other computers on my network: I said NO since I never had to allow such a search in prior years.

Any suggestions?

Re: 1099 data missing after "Successful" import from brokerage

SteamTrain — Fri, 13 Feb 2026 21:40:15 GMT

@jfadams

Yep...that NO in the strange Pop-up screwed it up.

Tons of others said NO and resulted in the same thing.

Some help discussions on how to reset (Works for Vanguard and Fidelity...don't know about Schwab)

____________________________

A comment Just above what shows here:

Solved: Re: Importing Brokerage data does not work

and here:

Solved: Re: vanguard brokerage update is available from Vanguard but not on turbo tax

Re: 1099 data missing after "Successful" import from brokerage

jfadams — Wed, 18 Feb 2026 18:10:03 GMT

SteamTrain: Thank you very much for your response and links to possible solutions. However, I went a different route. Wondering if Schwab had simply not released data for TT import, I waited until today (02/18/2026) and re-ran the import process without any of the suggested solutions. The import was flawless as far as I can tell. Don't think I installed any TurboTax updates in the interim but I did choose "Allow" when asked today about giving some rights (didn't think to do a screen capture) to ttd-fdp-ui-config-v2.app.intuit.com/... . Today's screen looked different that the one in my original post which specifically asked to allow a search of other computers on my network.

Thanks again for your response and guidance.

Re: 1099 data missing after "Successful" import from brokerage

pkavmd — Wed, 18 Feb 2026 21:35:24 GMT

Try using Firefox as your default browser. It worked for me after I, like you, went thru hoops trying everything with Chrome. I found the tip from some other answer here dated in 2024. Also found that Edge doesn't work with TT either. Hope this helps.

Re: 1099 data missing after "Successful" import from brokerage

dzcmcv — Sat, 21 Feb 2026 18:01:36 GMT

I have an identical problem. I've imported data for years and 2025 is the first time with a problem with TurboTax.

Re: 1099 data missing after "Successful" import from brokerage

Mike9241 — Sat, 21 Feb 2026 18:17:01 GMT

From all the threads about import issues, yours is like most others. Turbotax says the import was successful, but there's nothing. Some suggest using a different browser, others say it won't work because the issue is with your LAN. Then again, the issue might be your antivirus/antimalware apps or even something else.

You could try resetting your router. There are numerous threads on the internet about how to resolve LAN issues. Use at your own risk. I can't find out if TurboTax has its own recommendations.