topic Re: How to upload financial data? in Get your taxes done using TurboTax

How to upload financial data?

larry-krebs — Tue, 10 Feb 2026 22:03:08 GMT

how to upload 1099-DIV data?

Re: How to upload financial data?

JamesG1 — Tue, 10 Feb 2026 22:17:52 GMT

In TurboTax Online Premium, you may enter the IRS form 1099-DIV by following these steps:

Down the left side of the screen, click Federal.
Down the left side of the screen, click Wages & Income.
Scroll down to Investments and Savings and click the down arrow to the right.
Click Start / Revisit to the right of Dividends on 1099-DIV.
Click Add investments.
At the screen Save time and connect your financial accounts, click Connect.
Select your bank, brokerage or financial institution.

See TurboTax Help.

Re: How to upload financial data?

larry-krebs — Fri, 13 Feb 2026 15:22:01 GMT

Thanks for your response which described that standard way of importing financial data. I've done these steps many times with no success. Trying 2 different financial companies. Still no success. There's something I'm not doing - setting a "flag", opening the financial company, using the wrong browser. etc - that keeps the import from working. So, any suggestions?

Larry Krebs (30 year user of TurboTax).

Re: How to upload financial data?

CatinaT1 — Mon, 16 Feb 2026 17:14:36 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: How to upload financial data?

IslandDucks — Wed, 18 Feb 2026 23:15:33 GMT

Sorry, but this doesn't work. I did it for a few financial institutions and all showed data was imported and to open TT...nothing imports.

Re: How to upload financial data?

CatinaT1 — Thu, 19 Feb 2026 14:50:39 GMT

From what you are saying @IslandDucks sounds like it's due to recent browser security updates regarding Local Network Access. Have you also tried the other suggestions below regarding VPNs and Anti-Virus?

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: How to upload financial data?

IslandDucks — Thu, 19 Feb 2026 21:35:37 GMT

Thanks so much for your time/help!~! Your suggestions were beneficial to financial data transfers ... what a relief to see the information transferred to my TurboTax forms. Again, Thank YOU!!

Re: How to upload financial data?

AW723 — Sat, 07 Mar 2026 20:17:28 GMT

I still cannot import financial data from TIAA, despite several hours of Turbotax help. I get to "connected" but the "allow" button does not work so I can get no further. I have tried disabling virus scans, got rid of cookies, changed LAN access to allow, changed browser from Chrome to Edge, checked with TIAA and there is nothing blocking on their side. I cannot manually enter all the data I need to import, so I need Turbotax to fix this ASAP.

Re: How to upload financial data?

CatinaT1 — Wed, 11 Mar 2026 12:58:19 GMT

Helpful TurboTax Articles:

Before you go any further, I would try these things:

Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website.
Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms.
Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit."
Restart the Browser: Close all open windows of your browser entirely and then reopen it.

Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

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.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser?

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.