Error importing 1099s from RBC

[segraber]

I am trying to import 1099 data from RBC and getting an error that it can't find the right account types.  Here is the entire error message:

We didn’t find the right account types to connect at this provider.

We can connect to RBC but can’t find the right kind of accounts. Select an account at a different provider. 106

I've imported similar documents for another return without issues.

[LeticiaF1]

Go back through your return and follow the steps below to download your 1099 data from RBC:

• Sign in to your RBC online account (RBC Direct Investing or RBC Online Banking, depending on where the account is held).
• Go to Documents or Statements.
• Select Tax Documents (look for 1099-INT, 1099-DIV, 1099-B, or Consolidated/Combined 1099).
• Choose the tax year, then Download (PDF). Some accounts also offer CSV.

If you use RBC Clearing & Custody or a U.S. RBC affiliate (e.g., RBC Wealth Management US):

• Log in to the client portal.
• Navigate to Documents > Tax Documents.
• Select the 1099 type and year, then download.

If import isn’t available, use the downloaded form to enter values manually.

[segraber]

I am able to download the 1099 directly from the RBC website, but get the noted error when importing from within the Turbo Tax Bank & Brokerage import section.  I am hoping to avoid entering the data manually because there are over 26 pages of 1099 INT, DIV and 1099B transactions.  

I am trying to determine if it is a Turbo Tax or RBC issue because I was able to import RBC tax documents on other returns that I have completed for my family.

[CatinaT1]

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?

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.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import...

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.

[segraber]

Thank you for the additional information.

I have successfully imported from RBC for another account on a family member's return, so the issue appears to be exclusive to this taxpayer.  It looks like it's connecting to the account, it's just not finding the expected information returned since I am getting this error:

"We didn’t find the right account types to connect at this provider.

We can connect to RBC but can’t find the right kind of accounts. Select an account at a different provider. 106"

I am thinking this is probably an RBC issue, but wanted to exhaust the Turbo Tax resources before moving on to RBC tech support.