I have Eaton Vance and cannot download tax information. Says that info not available until 3/20 but tax info has been out since 3/16. It will not let me sign in.

[CatinaT1]

Helpful TurboTax Articles:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

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:

1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
2. Find Local Network Access in the dropdown menu.
3. Toggle the switch to ON.
4. Refresh the page and attempt your import again.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import...

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.

[baldietax]

This is a common situation, brokerages don’t generally list state breakdown for third party funds you have to calculate it and input after the 1099.

you need to go to the website for those funds, they will have a tax center or fund info with a year- tax supplement which breaks down the % by state for each fund

if you have multiple funds on the same 1099 you need to calculate the total amounts offline based on income from each fund.

you don’t need to input each state just whatever is exempt i.e.  your home state and don’t miss the US territories  like Puerto Rico are often state tax exempt (your state tax code will specify somewhere); and the rest that is taxable you can just enter together as “multiple states” or “more than one state”.

then check you get the correct addition to income for state taxes

[baldietax]

Oops ignore that, posted on wrong issue