BNY Pershing Desktop Partner Connection BUG

[iguanaenema]

TT Deluxe Version on Import Band and Brokerage Section

Once import BNY Pershing password is entered and the "human - I'm not a robot" verification is confirmed, you are taken to the "Let's get your forms" page, see below. The "Learn more" hyperlink is broken and the "OK" button to auto import when forms is broken (not active).

Please fix these bugs which have not been an issue in a decade of using TT.

Let's get your forms

You can ask BNY Pershing if you'll get tax forms this year, and return to import when they're available. If you already have the info, you can enter it by hand. (902)

Auto-import my BNY Pershing forms for me when they're ready. Learn more

[CatinaT1]

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
2. Find Local Network Access in the dropdown menu.
3. Toggle the switch to ON.
4. Refresh the page and attempt your import again.

If permissions aren't the issue, one of the following factors may be at play:

• Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
• Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
• Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?