I am attempting to import 2025 1099-DIVs from 2 institutions: Charles Schwab and Merrill Lynch. After logging into their sites (from within TT), it shows an animated gif of TT talking with the institution. After a while it says 'All done!'. I return to TT and forms are blank (except for Financial Institution name, Fed ID, and my Account numbers). Additionally, Form 1099-B is not imported at all. I have been doing this for several years! I do not want to input all the 1099-B info manually! Suggestions anyone?
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Deleting Cache / Cookies for 'all time' had no impact.
After clearing cache / cookies, I instructed TT to 'Add Investments'. I selected Merrill from the dropdown and clicked continue. The browser opened, I entered my credentials, it did it's thing, I got the message: Success! We got your tax data. You can now return to TurboTax.
I returned to TT and clicked 'Back'. Note: This is not very intuitive! If I click Continue it takes me through the import process again! Skip Import takes me to a blank form!
But clicking 'Back' shows what I have imported, and I have no 'Merrill' data!
I had the same problem the first time I tried...success but Nothing actually imported...
You had to accept a pop-up to let Intuit have access to your devices.
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These folks found a way to reset the permission if it doesn't come up again
Solved: Re: Importing Brokerage data does not work
And
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