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Level 2
posted Feb 18, 2020 11:19:21 AM

After importing from Betterment, site won't load

I just imported from Betterment where I have a few accounts.  Betterment tends to have a LOT of transactions and usually I have to use the desktop software. I tried the web this time and now whenever I try to view my Betterment import, the screen loader just keeps spinning. I tried support and they didn't know what to do. Anyone else have this issue?  Any suggestions on how to fix it?

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6 Replies
Expert Alumni
Feb 18, 2020 11:34:10 AM

If you are stuck on a screen or it is blank in TurboTax you may need to log out and restart your computer, then log back in, or try another browser. You may need to clear your cache and cookies. Please see these TurboTax FAQ's for information on how to clear your cache and cookies:

To clear your cache use this TurboTax FAQ:

 https://ttlc.intuit.com/community/troubleshooting/help/how-to-clear-your-cache/00/26135

 To clear your cookies use this TurboTax FAQ:

 https://ttlc.intuit.com/community/troubleshooting/help/how-do-i-delete-cookies/00/25978

Level 2
Feb 20, 2020 12:32:50 PM

Thanks Catina. I've done those things multiple times both with and without Support on the phone.  This appears to be a server side problem.  I'm getting a 500 HTTP error from the server.  Here are the errors I see:

 

Expert Alumni
Feb 20, 2020 1:08:48 PM

Unfortunately, if you still unable to import your Betterment activity, you may have to enter the transactions manually. 

 

Here's how to enter your 1099-B:

 

1) Once in your return, click Income & Expenses (top tabs)

2) Scroll down till you see Stocks, Mutual Funds, Bonds, Other

3) Follow the prompts to add in your sales

 

Here's how to enter your 1099-DIV:

  1. Open or continue your return.
  2. Search for 1099-DIV and select the Jump to link in your search results.
  3. Answer Yes to Did you receive any dividend income?
  4. Choose your bank or brokerage from the list to import your 1099-DIV and select Continue or manually enter your 1099-DIV  by selecting I'll type it in myself.
  5. Follow the on-screen instructions to enter your 1099-DIV.

 

@BuckskinPony

Level 2
Feb 20, 2020 4:11:02 PM

Thanks. I would do that if I could get the page to load. Or maybe I need I use the desktop software?

Not applicable
Mar 15, 2020 5:52:16 PM

I'm having the same problem across both my Betterment accounts. Is this an issue I should contact TurboTax or Betterment about?

Intuit Alumni
Mar 17, 2020 12:22:08 PM

@Anonymous Generating an App specific password seemed to solve importing issues with Betterment. Updating or creating an app password for TurboTax can often resolve the issue.

 

If others of you are still experiencing difficulties,

"KathrynG3 Employee Tax Expert"

 

Or try this solution:

1. Go to Betterment and change your e-mail address (use an e-mail address without a + in it).

2. Verify the new e-mail address for Betterment by checking your e-mail and clicking on the link.

3. Ensure you can login to the Betterment website with the new address.

4. Go back to Turbotax and try importing from Betterment using the new e-mail address.

Edit 3/17/20 3:50pm