Uploading documents into turbotax.

rconroy — Tue, 24 Feb 2026 16:41:36 GMT

When I upload my Ameriprise package using the desktop version it pops out to a browser window and says success but all my numbers are zero. (which they shouldn't be) Anyone know the problem? Do I have to upgrade to Premier? Thanks in advance.

Re: Uploading documents into turbotax.

CatinaT1 — Wed, 25 Feb 2026 14:09:07 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:

topic Re: Uploading documents into turbotax. in Retirement tax questions

Uploading documents into turbotax.

Re: Uploading documents into turbotax.