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1099 data missing after "Successful" import from brokerage

For several years I have used TurboTax's "import" feature to import 1099 brokerage data.  No problems until TY2025.

 

I can view and download 2025 1099-DIV, 1099-INT and 1099-B forms from Schwab and Vanguard using their respective portals. And I can successfully log into the Schwab and Vanguard accounts using the TurboTax import feature.  I even get a browser splash screen at the end of each import saying my data was successfully imported and to return to TurboTax.  However, when I return to TurboTax I am at the same screen giving me the option to either "Skip Import" or "Continue".  The latter option restarts the import process with the same result.  An endless loop.  None of the successfully imported data appears in either the Step-by-Step view or the Forms view.

 

Have tried skipping to another topic and then returning to the Dividends, Interest, or Stock Sales tabs.

 

Have tried saving, exiting TT, restarting computer and restarting TT.

 

Have searched for imported data (which I cannot find in a brokerage by brokerage format this year).

 

Using TurboTax Home and Business desktop version on a Windows computer running Windows 11 and Chrome browser.

 

Did notice that during the very first import attempt a security message popped up (from Windows or Norton ???) asking if I wanted to allow something (TurboTax, brokerage, browser or something else ???) to search for other computers on my network:  I said NO since I never had to allow such a search in prior years.

 

Any suggestions?

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1 Reply

1099 data missing after "Successful" import from brokerage

@jfadams 

 

Yep...that NO in the strange Pop-up screwed it up.

Tons of others said NO and resulted in the same thing.

 

Some help discussions on how to reset  (Works for Vanguard and Fidelity...don't know about Schwab)

____________________________

A comment Just above what shows here:

 

Solved: Re: Importing Brokerage data does not work

 

and here:

Solved: Re: vanguard brokerage update is available from Vanguard but not on turbo tax

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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