How to upload financial data?

Forum|Forum|5 months ago
February 10, 2026
2 replies
37 views

how to upload 1099-DIV data?

TurboTax Online

JamesG1

Level 15

In TurboTax Online Premium, you may enter the IRS form 1099-DIV by following these steps:

Down the left side of the screen, click Federal.
Down the left side of the screen, click Wages & Income.
Scroll down to Investments and Savings and click the down arrow to the right.
Click Start / Revisit to the right of Dividends on 1099-DIV.
Click Add investments.
At the screen Save time and connect your financial accounts, click Connect.
Select your bank, brokerage or financial institution.

See TurboTax Help.

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larry-krebsAuthor

Level 2

Thanks for your response which described that standard way of importing financial data. I've done these steps many times with no success. Trying 2 different financial companies. Still no success. There's something I'm not doing - setting a "flag", opening the financial company, using the wrong browser. etc - that keeps the import from working. So, any suggestions?

Larry Krebs (30 year user of TurboTax).

CatinaT1

Level 15

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:

Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
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:

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IslandDucks

Level 3

Sorry, but this doesn't work. I did it for a few financial institutions and all showed data was imported and to open TT...nothing imports.

CatinaT1

Level 15

From what you are saying @IslandDucks sounds like it's due to recent browser security updates regarding Local Network Access. Have you also tried the other suggestions below regarding VPNs and Anti-Virus?

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
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:

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

IslandDucks

Level 3

Thanks so much for your time/help!~! Your suggestions were beneficial to financial data transfers ... what a relief to see the information transferred to my TurboTax forms. Again, Thank YOU!!