cannot import data from institutions

Cycle — Thu, 26 Mar 2026 17:42:29 GMT

i had problem importing instituions data with 2025 turbo tax

Re: cannot import data from institutions

CatinaT1 — Thu, 26 Mar 2026 17:43:21 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: cannot import data from institutions in Get your taxes done using TurboTax

cannot import data from institutions

Re: cannot import data from institutions

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