topic Re: entering income data --technical help in Get your taxes done using TurboTax

entering income data --technical help

jlnitzkin — Mon, 23 Mar 2026 21:44:42 GMT

I have four accounts with Raymond James. I have a document for each account, each with an account name and document ID. each includes dividend and interest income. When I put in the name and ID of the first account, it presented them back as username and password. How do I upload these four documents to TurboTax online, preimium. I also have three 1099R's. The system asks me questions that are not on the 1099's I got from these respective employers. How do I answer those questions?

Re: entering income data --technical help

CatinaT1 — Mon, 23 Mar 2026 21:45:37 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.

Re: entering income data --technical help

jlnitzkin — Thu, 26 Mar 2026 20:27:25 GMT

No, the response did not help. I finally got the data in by abandoning the on-line version and going to the off-line laptop option, which had other approachable options for inputting data. The on-line version seemed corrupted in a way that inhibited my ability to input data. The off-line version was much easier to work with and enabled me to input the data. I will carefully check it to make sure it was correctly managed by the software.

Re: entering income data --technical help

jlnitzkin — Sat, 28 Mar 2026 03:18:25 GMT

No. I finally solved the problem myself by switching to the off line version.*-