I HAVE TURBO TAX 2025 PREMIER AND AM NOT HAVING ANY LUCK IMPORTING DATA FROM MY FINANCIAL INSTITUTION.

[budmor79]

I am having problems importing data from my financial institution. Software says it was successful but I see no data in turbotax 2025. help?

[baldietax]

you need to set the browser permissions to allow it to import, see

https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-va...

[AnitaKChuck]

YES, I have the same problem to see that TurboTax connected to my financial institution and asking me to consent with the data, linked, but data does not show up in INCOME. This is a serious TurboTax BUG!

[budmor79]

Yes! Went into browser yesterday and undid the block i had done the day before when permission was requested for third party access. Fixed the problem, thankfully. 

[budmor79]

I spent an hour on phone day before yesterday with a nice gal at TurboTax. She attempted to help me but was at a loss. Wasn't until I found the suggestion on here yesterday about allowing TurboTax to access my data by changing my browser setting that I fixed the problem. I also made Chrome my default browser while doing my taxes. Don't know if that helped?

[ChasinSF]

I am using Chrome and have TT H&B and had the exact same issue. Searched for this online and got these two things which I did. I also disabled my adblocker and privacy badger extensions.  I believe the second one did the trick as I did not have any issue with the window popping up so I am pretty sure it was not allowing network access as you can see the site URL was blocked when you go to that setting. Simply selecting ALLOW for that URL did the trick for me.

1. Allow Pop-ups and Redirects (Crucial) 

TurboTax opens a separate, secure window for you to log into your financial institution. Chrome often blocks this, causing the import to freeze or fail. 

• Fix: When the screen says "Get forms" or "Import," look at the far right of the address bar for a pop-up blocked icon (a window with a red 'x').
• Click the icon and select "Always allow pop-ups and redirects from https://turbotax.intuit.com" (or similar, like fidelity.com or vanguard.com depending on the pop-up).
• Alternative: Go to Settings > Privacy and security > Site Settings > Pop-ups and redirects and add https://turbotax.intuit.com to the allowed list. 

2. Enable Local Network Access 

If you are using the TurboTax desktop version, or if the website requires connecting to a local security service to complete the authentication loop, you must enable local network access. 

• Fix: Click the View Site Information icon (the lock symbol) to the left of the address bar.
• Click "Site Settings".
• Scroll to the bottom and find "Local network access".
• Change the setting to "Allow". 

[budmor79]

What you suggest is what I finally did and had success! This is something the tech at TurboTax should have been able to tell me when I called. Gal was nice and tried to be helpful but she never offered this solution?!?! Only solution was to enter data manually and I said not happening so my search for answers continued.

[ChasinSF]

Glad it worked for you. I always google for such issues to see what might be out there. In this case Gemini came up with these solutions. Score one good thing for Ai.  😉

[ale4]

I have done all those things and still nothing.  I get the Success! We got your tax data. You can now return to TurboTax.  When I return to TurboTax I am still on the same screen where I started and I just keep going around and around this vicious circle.  When I try and break the circle and go back to the Wages & Income I end up at Let's finish pulling in your investment income.  I can't get out of it without shutting down the app and starting all over.  I am about ready to go to H&R Block.  This worked so well in past years.

[ChasinSF]

Sorry to hear, I am not a TT advisor, but there are many reasons why this could be happening on your system. I have used TT for many years and this is the first time this has happened to me too. Its either a TT things or a Chrome browser thing. You could change your default browser  on your computer so that when TT opens that window it is not using Chrome but Firefox, Edge etc. I would advise posting here on a separate thread and also indicate what browser and version you are using,  and what computer operating system you are using. Best of luck! 

[bdscates]

I never had a problem with TurboTax until this year. It started from installation and it continues. I wonder if there's any way we can get a refund. Having problems importing, it's not calculating my pension correctly, and the list goes on

[CatinaT1]

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.

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:

• 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?

[Bfair1599]

Hi

Can you explain how you allowed "TurboTax to access my data by changing my browser setting that I fixed the problem"  I went into settings and saw that my protection was not the highest level but that doesn't work. And I don't want to remove all protection. Can you walk me through the steps to change the browser setting?

Thanks

[user17721556329]

Turbotax Premier (and other verions) basically are WORTHLESS for downloading data.  You can go through all the hoops, giving Turbotax access to your financial institutions forms, but they download NOTHING and still force you to enter all data manually.  Since ANY tax software can do this, why spend money on Turbotax at all when there are free options available.

[edwardhughes092]

I have to agree.  I've been using TurboTax for 30 years or so.   I'm having the same issue with Wells Fargo and while I think I'm following the guidance referenced above, I'm still having no luck.

This business of having to reset your browser to allow permissions or access is horse@#$.  They make no allowances for those of us who aren't quite so computer literate.  While I appreciate the suggestions offered on this page, it really hasn't done me any good.  I think this might be the last year I buy the product (Premier Version).   I retired from the financial services world a few years ago and I'm familiar with Plaid and some of the other integration platforms that provide this service, but it just seems to me TT has dropped the ball with it's customers here.  They are basically saying, "here, you figure it out".  I'm not sure who's doing QA or use case testing on the Intuit side, but I've wasted 2 hours at this point.  I guess I'll have to try the support desk.

Been a long-time user of Quicken too and I'm glad they separated from Intuit a decade ago.    No interface problems there.