topic turbotax desktop 2025 premier - not importing 1099B from mutual fund companies - Vanguard, Fidelity, etc in Get your taxes done using TurboTax

turbotax desktop 2025 premier - not importing 1099B from mutual fund companies - Vanguard, Fidelity, etc

taxhelp931 — Sun, 22 Feb 2026 22:45:02 GMT

I've googled and have found lots of users having same issue.

I go to import, am able to connect to financial institutions, get a message that it was successful, but then there is no information when I return to the program.

I have tried fixes recommend:

- turned off virus protection

- made sure cookies are not being blocked

- software, both windows and turbotax are up to date

- another solution states to download statements and then upload the pdf into turbotax - I do not see an option to upload a pdf into turbotax (I've seen it in prior years, but it never worked. i don't see the option in the 2025 desktop version)

HELP!!

Re: turbotax desktop 2025 premier - not importing 1099B from mutual fund companies - Vanguard, Fidelity, etc

baldietax — Sun, 22 Feb 2026 23:24:38 GMT

you need to set browser permissions, see

https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-vanguard-but-not-on-turbo-tax/01/3746947#M1390363

https://ttlc.intuit.com/community/taxes/discussion/uploading-from-vanguard/00/3791235

Re: turbotax desktop 2025 premier - not importing 1099B from mutual fund companies - Vanguard, Fidelity, etc

SteamTrain — Mon, 23 Feb 2026 00:56:28 GMT

@taxhelp931

Even if you find it....don't upload a picture or PDF of your files....The AI that interprets where the $$ go, has had some massive foul-ups.

_____________________

Yep, my import form Fidelity said it was supposedly Successful, BUT nothing was there the first time I tried.

BUT..I had hit "Block" for a pop-up during the process, that was supposed to allow Intuit access to my devices...sounded shady.

The second time I "Allow"ed it, and the data came in OK.

Re: turbotax desktop 2025 premier - not importing 1099B from mutual fund companies - Vanguard, Fidelity, etc

taxhelp931 — Mon, 23 Feb 2026 21:27:13 GMT

Thanks for taking the time to reply.

I spent another couple hours fiddling with it again today. Waited on hold for 40 minutes with TurboTax, but never go thru.

I am using Microsoft Edge as my primary browser.

I decided to download FireFox after I ran out of ideas. The download worked fine with FireFox.

So, it must be some setting in Edge, but I can't figure out which one.

Now I'm working on "rewinding" all the changes I made to my computer to try to get it to work.

Re: turbotax desktop 2025 premier - not importing 1099B from mutual fund companies - Vanguard, Fidelity, etc

taxhelp931 — Mon, 23 Feb 2026 21:28:42 GMT

Thanks! I was trying this without any success.

Ended up using a different browser.