22 - Interactive Brokers Import into TT Premier - NOT WORKING

I've spent days on this with Interactive Brokers with numerous phone calls and the opening of tickets for tech support. Interactive unequivocally stated the issue was with TurboTax and directed me to contact TT. They state all the data is there for download and that I've connected successfully. The error I received from TT is "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."

Please help... Thank you.

1245

Level 15

Sep 9, 2023 8:38:02 AM

See https://ttlc.intuit.com/turbotax-support/en-us/help-article/banking/import-1099/L73REMMxe_US_en_US

Level 1

Sep 9, 2023 8:47:18 AM

Thanks for the reply, however, it does not solve nor address the issue. I did read this post prior to submitting my inquiry.

Level 15

Sep 9, 2023 8:51:37 AM

You will likely have to contact Support in that case.

How do I contact TurboTax? (intuit.com)

Level 15

Sep 9, 2023 9:36:36 AM

Are you using the Online version OR the Desktop CD/Download program? If you are using the Desktop program have you updated it? Go up to the top menu line Online-Check for Updates. The close Turbo Tax and reopen it.

Oh and you are using the 2022 program, not 2021?

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22 - Interactive Brokers Import into TT Premier - NOT WORKING