turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

mhbera
New Member

I am attempting to import data from Fidelity and Vanguard. Neither import works even though the browser windows claims it was successful.

The browser windows says to return to TurboTax. In TurboTax, there is no indication that the import was successful - only 'Back', 'Continue', and 'Skip Import'. Selecting Continue causes the program to attempt another import. Selecting Back leaves a blank unknown 1099-R that wants further editing.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

5 Replies

I am attempting to import data from Fidelity and Vanguard. Neither import works even though the browser windows claims it was successful.

Exactly the same issue here. Any response ?

I am attempting to import data from Fidelity and Vanguard. Neither import works even though the browser windows claims it was successful.

Seems to be related to pop-up blocker.  Based on a response to another thread here I switched to Firefox and this time a pop-up came up to text me a code.  That did not happen with either Edge or Chrome.

 

Worked fine after that.

I am attempting to import data from Fidelity and Vanguard. Neither import works even though the browser windows claims it was successful.

Andy9A
New Member

I am attempting to import data from Fidelity and Vanguard. Neither import works even though the browser windows claims it was successful.

Exact same problem importing from etrade by Morgan Stanley

HollyP
Employee Tax Expert

I am attempting to import data from Fidelity and Vanguard. Neither import works even though the browser windows claims it was successful.

This happens if you’ve previously blocked Local Network Access on your browser. In order to successfully import your data you must allow access. 

 

To allow Local Network Access in Chrome:

Click the View Site Information icon (to the left of the address bar) and then turn on Local Network Access.

 

To allow Local Network Access in Edge:

Follow these instructions. 

 

For additional details, please refer to this answer from Doug4.


 

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

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question