Cannot connect to Wealthfront from TurboTax Home & Business 2024

[rlen]

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.

[CatinaT1]

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:

• 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?

[rlen]

Hi, thanks for the reply.

However, as I clearly indicated in my original post, I am using the Mac desktop software.

[CatinaT1 · Accepted solution]

There was an update last night. Be sure to update your software and try again.

[rlen]

Yes, Wealthfront Support also told me about this update.

I updated TurboTax today, and import from Wealthfront works fine now!

Thanks!