ComputerShare imports needed changes

raschus — Sat, 07 Mar 2026 22:07:24 GMT

Tell me why I should continue to use this software when you imports from Computershare don't work ? They don't have a Control # and I believe in the past you used regular userid/pwds to fine the infomation and import it ? Worst case let us import the PDF files we can download manually.. This needs a resolutions ASAP

Re: ComputerShare imports needed changes

CatinaT1 — Fri, 13 Mar 2026 12:10:37 GMT

Helpful TurboTax Articles:

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.

topic Re: ComputerShare imports needed changes in Get your taxes done using TurboTax

ComputerShare imports needed changes

Re: ComputerShare imports needed changes

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