Here are some troubleshooting ideas for you to import your 1099 forms:
- If prompted to connect in a browser, click the shield icon to the left of the URL and disable Enhanced Tracking Protection
- Clear cache/cookies, then try the import again
- If importing from Schwab or TD Ameritrade, remove special characters from your password temporarily, as they can cause authentication issues
- If the import is over 4MB or contains excessive transactions, it may time out; switch to manual entry
- Temporarily disable firewalls or antivirus software, which can block connection to broker servers
- Check for Duplicate Files: If you receive a "duplicate installation" error, delete one of the instances
- Ensure your document ID from the broker has the correct number of characters
You could also enter your information manually, follow the steps below and select Skip Import. Then follow the remaining screens to manually add your 1099-B data.
- Go to Federal, then Wages & Income, then Investments and Savings
- Select Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
- If you see Did you sell any of these investments in 2025?, select Yes. If you see Your Investment summary, select Add more sales
- Select Stocks, Bonds, Mutual Funds and Continue
- Type the name of your financial institution in the search box, select the appropriate financial institution name, and select Continue
You can use your summary of transactions separated by the short term and long term holdings based on how long you have held the investments. This is acceptable to the IRS and you have the detail to keep with your tax return files should they request them.
Please reach out again if your problem persists.
