topic Re: Cannot import any investment documents in Get your taxes done using TurboTax

Cannot import any investment documents

lost-in-cal — Mon, 23 Feb 2026 22:07:09 GMT

I am able to connect to both my investment banks to import documents, but the TurboTax page says its is connecting and then just freezes, with a note that says to check back later. When I go to the actual bank websites, the tax documents are available. I am out of the country and so cannot access hard copies. What gives?

Re: Cannot import any investment documents

CatinaT1 — Fri, 27 Feb 2026 14:17:21 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: Cannot import any investment documents

ahklpharmd — Fri, 27 Feb 2026 20:41:27 GMT

Have tried your solution a few times to no avail. Seems like there are many other members having the same issue. Please address.

Re: Cannot import any investment documents

MarilynG1 — Tue, 03 Mar 2026 02:48:05 GMT

If you can download a PDF copy of your 1099's, you can use a Category Summary Total in your tax return (what we did before imports became available).

When a new browser window opens for your broker Sign In, try clicking on the icon just in front of the URL and 'allow' LAN.

@ahklpharmd

Re: Cannot import any investment documents

ahklpharmd — Tue, 03 Mar 2026 02:49:38 GMT

Thanks, it seems that TT has fixed their connection with Merrill today.

Re: Cannot import any investment documents

thezhaofamily — Sat, 21 Mar 2026 05:47:40 GMT

I can not import investment documents even i turn on local network access. Please help!

Re: Cannot import any investment documents

CatinaT1 — Mon, 23 Mar 2026 14:53:36 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.