I haven't been able to connect with National Financial Services (Avantax) through Turbo Tax. When I put in my information, it tries to have a secure connection and just beeps. Has anyone had this issue? What have you done to resolve it? (I'm on a Mac too.. and have updated my turbo tax regularly). Thank you for your help! The past years it has always worked!
Have you turned off or disabled your anti-virus?
If you are using TurboTax Online, try importing using a different browser.
See the following TurboTax Help articles for potential fixes:
Thanks. I'm using a Mac and have the downloaded version of Turbo Tax. I was able to import from my other bank, but National Financial Services is not working. I can't get passed the secure connection screen. Any other possible ideas? Appreciate the help!