I followed the instructions to import my 1099s from Wealthfront in TurboTax Home & Business 2024 on macOS. I I never had any problems doing that in the previous years.
This year, when I try connecting to Wealthfront using the proper email address and app-specific password, there is a modal window in TurboTax with the message "Establishing secure connection..." for a few seconds, then it stops with a "ding!" sound. Then nothing. It just stays on the "Sign on to Wealthfront" page. It's impossible to make progress.
I tried many times restarting the app, creating a new app-specific password, etc. but nothing fixes this.
The connection log on the Wealthfront website shows that TurboTax is connecting and authenticating correctly.
So this is likely a bug in TurboTax.
I called Intuit support, who just didn't care and told me to enter all the information (all stock transactions from Wealthfront!) by hand, which is completely unrealistic.
Is there a way around this?
Can Intuit please fix this bug in TurboTax?
FWIW, I'm running macOS Sequoia 15.3.2.
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:
Hi, thanks for the reply.
However, as I clearly indicated in my original post, I am using the Mac desktop software.
There was an update last night. Be sure to update your software and try again.