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posted Apr 4, 2025 12:36:44 PM

I am not able to download investment account to my tax software. Do I need to download additional tool?

I am unable to import 1099-DIV and 1099-INT from my financial institution even though the message says Turbo taxes has the downloaded form. Now Go Back to Turbo Tax. When I go back to Turbotax, it says unsuccessful import. I need to manually type them in. I am trying to avoid having to do this. Is there anything that I need to do differently?

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Expert Alumni
Apr 6, 2025 1:29:22 PM

Make sure your broker or financial institution is on our list of TurboTax Import Partners,

 

Make sure your transactions aren't going over the TurboTax limits:

  • Both TurboTax Online and TurboTax Desktop are able to support up to 10,000 of any combination of transactions and imports.
  • TurboTax Online can support up to 4,000 non-covered transactions (items such as options or cryptocurrency that aren't reported to the IRS).
  • The import file size is limited to 4MB.

If your transaction numbers are getting close to these limits, it can cause the system to lag or time out. If this happens, you may need to clear your return and start over. Then try entering the sales section totals into TurboTax, rather than entering individual sales. If you still encounter issues, you may need to switch to TurboTax Desktop to continue your return.

 

Here are some troubleshooting tips for importing:

 

  • Sign in to your brokerage account and confirm you have enabled third-party access to your account information.
  • Change your password for your online brokerage account, then sign back in to TurboTax and start the import process again using your new password.
  • Double-check that you're entering the right credentials on the import screen. Depending on your institution, you could be asked to enter any combination of username and password, fund number, account number, or document ID number.
  • Check with your brokerage to see if you need to be enrolled in online access in order to import.
  • If you're using TurboTax Desktop, make sure your program is up to date.
  • When signing in to your brokerage account from TurboTax, try entering two extra characters at the end of the password, then delete the extra characters and press enter.

 

You can also try Troubleshoot TurboTax Desktop for Windows issues.

 

If you cannot import, you can always enter your Forms 1099 manually.

 

Click here for "How Do  I Import My 1099's"

 

Click here for additional instructions to import your 1099's into TurboTax.