You'll need to sign in or create an account to connect with an expert.
You may need to check your brokerage to see if they are allowing third-party access. Although the following Help Article is for Schwab, it is possible that your brokerage has restricted TurboTax's access to your statements unless you grant consent, and you might need to do something similar to what is described here: 1099 import issues
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
KarenL
Employee Tax Expert
Reynan2124
New Member
kip16
Level 1
kip16
Level 1
Newby1116
Returning Member