Betterment Import - "This import was unsuccessful. There isn't any tax-related info to import right now."

[Anonymous]

I get this same exact error when importing from Charles Schwab (after enabling third party access) using TurboTax Deluxe 2019 (bought the CD version but downloaded and updated the latest software from Intuit).  Charles Schwab has not been able to find the issue yet.  I am able to import from other financial institutions.

Anyone has any idea? Thanks.

[Ask729]

I cant import Betterment or Wealthfront into Turbotax 2020 Premium. I get the same error "This import was unsuccessful. Internal Server Error". Been this way since 1/1/2021 despite sevral updates.

What DID work is to use the ONLINE version of Turbotax - turbotaxonline.intuit.com, and the imports work fine.  CLEARLY the offline software product has a defect. Not happy with TTax. Will be swicthing to a competing product next year after using Ttax for 20+ years.

[rooksmith2]

Obviously the problem is limited to the CD version of Turbo Tax. For many of us we cannot use the Online Version because it doesnt have the proper forms for the types of transactions.

I had that exact same error message trying to import a simple 1 page 100-INT from Chase Bank. Seems that they have a particularly tricky 3 factor authentication methods.

HOWEVER, it may be that indeed there IS NOTHING AVAILABLE to import!  

Logging into my CHASE Account revealed TAX DOCOUMENTS FOR YOU ARE ACCOUNT ARE UNAVAILABLE  ...

So the problem could potentially be with the Bank or Brokerage as well. 

Leave no stone unturned. 

[AkinaLO]

Please contact TurboTax support for assistance.

What is the TurboTax phone number?

[Ask729]

Update: Just verified that todays update to the CD version fixed the issue i was having with both Betterment and Wealthfront. 

[barry13]

Sometimes the link is down.  For example, when my import failed and I got the same error - I kept trying again until Turbotax told me that the documents wouldn't be available until the next day because the broker's website was down for maintenance.