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Level 2
posted Apr 4, 2025 10:36:13 AM

Can no longer import brokerage data directly into TurboTax Deluxe

I understood that TurboTax Deluxe allows importing directly from brokerages on the Partner list.  My brokerage is on the Partner list, but the only options available when I select it are TXF, Quickbooks, Quicken, and Quicken Rental.  There does not appear to be any option to directly import from my brokerage (LPL Fianancial).  I used to be able to do this on TurboTax Premiere as recently as last year.  Is this a problem with TurboTax Deluxe vs Premiere or did something change?  I don't have the other types of files it is requesting.

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1 Best answer
Employee Tax Expert
Apr 4, 2025 10:37:38 AM

If you are using TurboTax Online, try importing using a different browser. Make sure any VPN or Anvi-Virus is turned off.

 

See the following TurboTax Help articles for potential fixes:

1 Replies
Employee Tax Expert
Apr 4, 2025 10:37:38 AM

If you are using TurboTax Online, try importing using a different browser. Make sure any VPN or Anvi-Virus is turned off.

 

See the following TurboTax Help articles for potential fixes: