topic Importing 1099's from LPL Financial in Get your taxes done using TurboTax

Importing 1099's from LPL Financial

HarleyDavid — Sun, 15 Feb 2026 21:13:16 GMT

The import process completes, I get a "Success" message from the third party but no valid numbers are loaded into TurboTax after I return to TurboTax from the third party. TurboTax shows an import was done but all the numbers are zero. Need a solution besides "enter it yourself" because importing 1099's has worked in the past.

Re: Importing 1099's from LPL Financial

CatinaT1 — Mon, 16 Feb 2026 15:29:31 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: Importing 1099's from LPL Financial

HarleyDavid — Wed, 18 Feb 2026 13:34:06 GMT

Thank you. Your reply worked.

Do I need to turn the security toggle back on after turning it off via the third-party dialog box OR was the permission a one-time event? If security toggle needs turned back on, what is the procedure?

Re: Importing 1099's from LPL Financial

user17723156614 — Sat, 28 Feb 2026 21:56:13 GMT

does it take a few days from when LPL posts forms to when they can be imported? I put in the account and form number but nothing imports. It just says its thinking

Re: Importing 1099's from LPL Financial

HarleyDavid — Sat, 28 Feb 2026 22:54:02 GMT

There is no delay, if you can view and download your forms from LPL Account-View they can be imported into TT. I'm assuming you have an online username/password to access online LPL Account-View. When importing you must give permission to the TT third party to allow access your PC to complete the import. There is a box that appears during the import which you must respond to. Until you give permission, nothing happens. If you continue to have problems importing from LPL I suggest you contact your Account Manager for help. Good luck!

Re: Importing 1099's from LPL Financial

user17723156614 — Sat, 28 Feb 2026 23:05:58 GMT

i get to the point where it opens my browser for the account # and Form #, then nothing happens. nothing in the browser, nothing in the TT desktop app

Re: Importing 1099's from LPL Financial

MarilynG1 — Sun, 01 Mar 2026 22:11:33 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'.

@user17723156614