topic Re: Is anyone else having trouble connecting betterment? in Get your taxes done using TurboTax

Is anyone else having trouble connecting betterment?

anperezrojas — Tue, 18 Feb 2020 19:31:33 GMT

Re: Is anyone else having trouble connecting betterment?

CassLO — Tue, 18 Feb 2020 23:32:34 GMT

A lot of 1099 B forms are not available yet to import. Please see the TurboTax FAQ's below for more information:

If you continue to have issues and Betterment says the forms are available, contact customer service, start by clicking on Contact Us. Answering the questions will help to ensure that your call is properly routed.

Re: Is anyone else having trouble connecting betterment?

Anonymous — Wed, 19 Feb 2020 01:05:27 GMT

The forms are available on Betterment's website, but the import to TurboTax is not. They were supposed to be available to import today 2/18, but I'm getting an error stating ""there isn't any tax-related information to import ." TurboTax and Betterment need to get this sorted out. I'm not typing in all of that info.

Re: Is anyone else having trouble connecting betterment?

Anonymous — Thu, 20 Feb 2020 02:47:05 GMT

Same problem. Unable to connect with customer support from either Betterment or TurboTax. Just receiving the same error message, "no info available to import right now," even though it's successfully connecting via the app password. Terrible service.

Re: Is anyone else having trouble connecting betterment?

andrea666 — Thu, 20 Feb 2020 06:12:19 GMT

I keep getting 103 error even through I'm able to login to Betterment with the same email and password. Anyone knows how to fix it?

Re: Is anyone else having trouble connecting betterment?

anperezrojas — Thu, 20 Feb 2020 06:16:34 GMT

Just wanted to say that I got it to work, had to go to betterment and get an App password. If you have 2 step authentication on you need to do it

Re: Is anyone else having trouble connecting betterment?

andrea666 — Thu, 20 Feb 2020 06:28:36 GMT

That worked! Thank you so much!

Re: Is anyone else having trouble connecting betterment?

Anonymous — Thu, 20 Feb 2020 12:41:39 GMT

I’ve tried my basic password and an app specific password but neither is working. I keep getting an error message stating that "This import was unsuccessful."

Manual input would be a nightmare given the number of transactions so hopefully they’re still working on the integration.

Re: Is anyone else having trouble connecting betterment?

TerukoL — Thu, 20 Feb 2020 17:01:30 GMT

Just to clarify, did you go into your Betterment settings, then Security, and create an app password?

Re: Is anyone else having trouble connecting betterment?

Anonymous — Fri, 21 Feb 2020 01:47:53 GMT

Yes, I did. I created a specific app password for TurboTax. At first I tried logging in with my normal password and received this error: "Betterment: Unsuccessful sign on request. Please ensure your credentials are correct and try again. If you have two-factor authentication enables, please use an App Password generated on the Settings > Security page in your Betterment account."

So I went and created an app password. Then I get this error when entering it successfully in TurboTax: "This import was unsuccessful. There isn't any tax-related info to import right now. No problem - we'll help you enter the information and continue with your return."

No problem is an understatement. Please help TurboTax! Not the only ones running into this issue. Several on Reddit and other sources also replying about this issue.

Re: Is anyone else having trouble connecting betterment?

jcodanbury — Fri, 21 Feb 2020 03:32:20 GMT

I have the same exact issue. To be clear, I'm on the Premier install version, not the web version. I've created an app password for Betterment and I'm getting the error "This import was unsuccessful. There isn't any tax-related info to import right now. No problem - we'll help you enter the information and continue with your return."

I don't want to enter the information manually - that's why I paid for Turbotax. Please help!

Re: Is anyone else having trouble connecting betterment?

eric27 — Fri, 21 Feb 2020 20:00:20 GMT

Having the same issue. I've tried both my standard password and an app specific password. I keep getting the super helpful error message: "That didn’t work. Try signing in again. (103)"

Re: Is anyone else having trouble connecting betterment?

Anonymous — Sat, 22 Feb 2020 07:10:10 GMT

am having the same issue as well..i keep getting

That didn’t work. Try signing in again. (103)

Re: Is anyone else having trouble connecting betterment?

Anonymous — Sat, 22 Feb 2020 13:42:01 GMT

Using TurboTax Deluxe with app-specific password, get the same error: "no info available to import right now." Called TurboTax customer service, no help. Called, emailed, and tweeted Betterment customer service, no help.

Re: Is anyone else having trouble connecting betterment?

ats0402 — Tue, 25 Feb 2020 02:47:48 GMT

Same issue here - trying to import 1099-B from betterment and getting import unsuccessful. Thinking of doing a chargeback on my credit card for the cost of TurboTax and going with a different option since they can't seem to figure this out.

Re: Is anyone else having trouble connecting betterment?

hillcountryfare — Wed, 26 Feb 2020 16:20:13 GMT

Having the same issue for me and my wife. I've created an app password but still getting a message that there is no data to import. Betterment support says it's an Intuit issue.

Thank you for reaching out.

We've heard similar reports about this issue from customers using the desktop version of Turbo Tax, and are currently working diligently with Intuit to get this issue solved. For now, according to Intuit, customers should take the following troubleshooting steps before contacting their support:

1. Temporarily disable any firewall, spyware blockers, or virus protection on your computer;
2. Clear the cache and history from your web browser.
3. Restart your computer, then try importing your tax forms again.

We've heard from a few customers that signing into the online version of Turbotax Premier, transferring your Betterment tax forms there, saving the tax return file and opening it in the Desktop version (with all the data added) will work. However, these aren't official troubleshooting steps from TurboTax.

If none of this works, we recommend reaching out to Turbo Tax support directly so they can open a case for you. Please let us know if you have any additional questions!

I've already done a significant portion of my return on the computer. Does anyone know if you do it online and import into the thick client if you're required to start over or if it will import as a TXF file?

Re: Is anyone else having trouble connecting betterment?

Anonymous — Tue, 03 Mar 2020 16:43:15 GMT

Bumping this question to see if anyone has been able to import data through the online version of Turbotax and then transfer the data to an partially complete return on the desktop version without having to start over.

Re: Is anyone else having trouble connecting betterment?

LinaJ2020 — Tue, 03 Mar 2020 22:40:52 GMT

Maybe you should enter them manually. Here are the steps:

In TurboTax online,

Sign in to your TurboTax account and select Pick up where you left off
At the right upper corner, in the search box, type in "1099b" and Enter
Select Jump to 1099b
Follow prompts
On-screen, Let's get your tax info, select I'll type it myself
Follow prompts

Use the same instructions for 1099int or 1099div

Re: Is anyone else having trouble connecting betterment?

jcodanbury — Wed, 04 Mar 2020 03:46:55 GMT

@LinaJ2020

Lina,

Maybe TurboTax should make their software work as advertised, or offer me a refund. Here are the steps:

- Fix the integration issue with Betterment

- Test it to see if it works

- Tell everyone here that it's fixed - follow prompts

- If TurboTax can't fix it, or has no intention to, let us know so we can get a refund

Use the same instructions for the online and install version.

Last, I have the install version, not online.

**Say "Thanks" by clicking the thumb icon in a post

Re: Is anyone else having trouble connecting betterment?

Anonymous — Wed, 04 Mar 2020 12:28:57 GMT

I already posted: it’s impractical to enter 250-1000 transactions manually. Tired of getting the same bad suggestions from TurboTax.

I have a better idea: TurboTax, fix the import problem!