topic Import from Interactive Brokers does not work in Investors & landlords

Import from Interactive Brokers does not work

someguy12345 — Mon, 09 Mar 2026 05:52:19 GMT

Hello,

First of all I do know how it is supposed to work. I've generated Query ID and Token in IB and I am typing these in the right place. I know it's correct since if I mess it up on purpose I am getting different results (login error).

When I do type in correct credential (as of today, 17th of Feb) I am getting:
"You can ask the financial institution if you'll get this form, and return to import it when it's available.

If you already have the info, you can enter it by hand. (902)"

Before the 16th when I tried it was getting info that connection was successful but all the forms will be available on the 16th of Feb.

Anyone managed to import anything from Interactive Brokers? Is there anything wrong with my account? Maybe Interactive Brokers is simply not ready yet and the forms will be available later?

Thanks

Re: Import from Interactive Brokers does not work

RobertB4444 — Thu, 17 Feb 2022 20:56:20 GMT

Interactive Brokers is definitely a partner with TurboTax and your import will work. Quite a few brokerages don't have the online imports ready even though the paper forms are ready until late February or early March. You can check with them to see if they have a date ready but I would think it would be soon.

Here is some more information.

Re: Import from Interactive Brokers does not work

only1putt — Thu, 24 Feb 2022 18:22:09 GMT

I have the following message:

This import was unsuccessful. There isn't any tax-related info to import right now ...

I have communicated with IB and they stated

"We got an update from the corresponding team that all your requests for 2021 for this account has been processed from their end and they didn't find any issue either.

Hence we would advise to contact Turbo Tax support and see if you could get logs from them and provide us to assist you further.

Difficult in talking to someone at TT. Everything is referred to here.

Re: Import from Interactive Brokers does not work

LindseyLO — Fri, 25 Feb 2022 02:40:39 GMT

More assistance with getting your information imported has been provided by clicking here. It will also assist you with entering manually if you are still having trouble with importing.

Re: Import from Interactive Brokers does not work

only1putt — Sat, 26 Feb 2022 17:25:56 GMT

IB and Turbo Tax are partners and are listed as such on the information. The connection was established successfully connected, goes through the process to download and returns the same error that no data to download. IB has confirmed the connection and the data is there. That the issue is on the Turbo Tax side and has requested logs from Turbo Tax so they can point out the issue. Friends using different software have confirmed their data is importable.

I spent 60 minutes on the call and the customer support agent keeps pointing me to items that away from the real issue toward issues of not being partners and such. I keep pointing out that the system connects. I have even tried entering a bad token and the system refuses to connect.

I have over 2000 entries, so I do not want to enter manually. This is the reason I buy the software. It has worked the previous 3 years, so the issue is isolated to Turbo Tax 2021 Premier.

Re: Import from Interactive Brokers does not work

david493867 — Wed, 09 Mar 2022 15:08:55 GMT

I know my import works because the 1099-div gets imported; however, my 1099-b for futures isn't imported. Really frustrating.

Re: Import from Interactive Brokers does not work

RobertB4444 — Thu, 10 Mar 2022 21:09:56 GMT

@david493867 If you contact Interactive Brokers they should be able to combine the 1099-INT and 1099-DIV and 1099-B into what's called a 1099-COMB. Then when you go to import it will import all three.

Re: Import from Interactive Brokers does not work

junshi_js — Mon, 21 Mar 2022 04:11:11 GMT

Hi,

I'm using Turbotax software bought from Amazon for Premier + State. When trying to import my 1099-B from Interactive Brokers it gives message saying following fields have length limits. The query ID I generated in Interactive Brokers is 6 digit number and Token is 24 digit number. I don't understand why this happens. And when I tried to use online version it actually works. But I already paid for the software so doesn't make sense to pay for online version again.

Query ID: Minimum one character (excluding spaces) and maximum of 32 characters.

Token: Minimum one character (excluding spaces) and maximum of 171 characters.

Thank you,

JS.

Re: Import from Interactive Brokers does not work

NoMoreBugsPlease — Mon, 21 Mar 2022 20:13:06 GMT

See the screenshot below. Within my InterActive Brokers account (Third-Party Services page) , I have tried removing and re-enabling TurboTax. [In so doing, the token number remains the same, but the Query ID changes to a new six-digit number.] This appears to be a TurboTax problem, not an Interactive Brokers problem.

Re: Import from Interactive Brokers does not work

NoMoreBugsPlease — Mon, 21 Mar 2022 21:00:28 GMT

My apologies for my mistake for the import problem from Interactive Brokers: I had put the 24-digit number for the Token in the Query ID field, and I had put the 6-digit number for the Query ID in the Token field.

Re: Import from Interactive Brokers does not work

thetinhorn — Thu, 19 Feb 2026 20:33:45 GMT

Feb19 i still get the error message that import failed anyone have any updates?

Re: Import from Interactive Brokers does not work

CatinaT1 — Fri, 20 Feb 2026 15:12:21 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: Import from Interactive Brokers does not work

kjl67 — Sat, 07 Mar 2026 16:57:35 GMT

I am getting similar message. I have renewed my token and query number. Never had an issue . I can see the forms in account but not able to download - it seems to be blocked. Anyone else still having this issue

Re: Import from Interactive Brokers does not work

CatinaT1 — Mon, 09 Mar 2026 16:49:38 GMT

Did you enable Local Network Access?

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.

Helpful TurboTax Articles:

Re: Import from Interactive Brokers does not work

mjpb52 — Tue, 24 Mar 2026 19:04:38 GMT

I dont get it why? I have the same issue only had IB for 10 years and TT for 2X . So after having connection established The import is unsuccessful. I went thru two browsers and at this point have nowhere to go. After the stock went down 48% since beginning 0f 2026 maybe they can go back to India and get the bugs out.

Re: Import from Interactive Brokers does not work

MarilynG1 — Tue, 24 Mar 2026 19:42:11 GMT

Since everyone's computer/internet settings differ, all we can do in this forum is pass along what has worked for others for successful importing. Most import issues at this time are related to communication/security settings.

Make sure your broker account settings allow 'third party access'
Disable VPN/anti-virus programs temporarily
Use an incognito browser window
Allow LAN in Browser Settings

Remember that the IRS already has copies of all your 1099's. A Category Summary Total is acceptable for reporting in your tax return.

@mjpb52

Re: Import from Interactive Brokers does not work

mjpb52 — Tue, 24 Mar 2026 21:26:26 GMT

I just downloaded a few days ago another IB 1099B and 8949 different account same computer. Its like the luck of the draw? how many times do you think your program freezes when you update especially if you have multiple states, it takes a minimum of three tries especially after you shut off system a few times.. I do understand credible excuses but I will have to dowload to a laptop . I havent been my usual self with prognosis of cancer last week and having this much trouble.

Re: Import from Interactive Brokers does not work

MarilynG1 — Wed, 25 Mar 2026 01:21:16 GMT

Oh my, I'm sorry to hear that! I'm using a Lenovo laptop, and though updates are time-consuming (I have multiple states too), I haven't had my computer freeze in the process. I do 'shut down' every evening. I hope that things improve for you, and that you are able to complete your tax return without too much added stress. After all, they are certainly not the most important thing we have to do in life. Take care of yourself!

@mjpb52

Re: Import from Interactive Brokers does not work

mjpb52 — Wed, 25 Mar 2026 09:59:26 GMT

Sorry for years I have been doing my kids and our Taxes . I guess I just flipped out certainly K1's finally came in today and can accomplish something prior to whatever plans they have for me. As a trader for the family my TT is rather complex and to be told manual entry is out of the question.