Cannot import any investment documents

[lost-in-cal]

I am able to connect to both my investment banks to import documents, but the TurboTax page says its is connecting and then just freezes, with a note that says to check back later. When I go to the actual bank websites, the tax documents are available.  I am out of the country and so cannot access hard copies.  What gives?

[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?

[ahklpharmd]

Have tried your solution a few times to no avail.  Seems like there are many other members having the same issue.  Please address.

[MarilynG1]

If you can download a PDF copy of your 1099's, you can use a Category Summary Total in your tax return (what we did before imports became available). 

When a new browser window opens for your broker Sign In, try clicking on the icon just in front of the URL and 'allow' LAN.

@ahklpharmd 

[ahklpharmd]

Thanks, it seems that TT has fixed their connection with Merrill today.