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New Member
posted Apr 2, 2024 2:05:17 PM

I import my data from Fidelity. TurboTax says "Got it. You can return to TurboTax." But in TT, it shows imported data only for TD Ameritrade. What is wrong?

0 2 2091
2 Replies
Level 15
Apr 2, 2024 2:21:55 PM

It's hard to say, but it happens occasionally.  Close TurboTax, then try clearing your browser's cache and deleting your cookies -- this will sometimes facilitate a complete import.  See the TurboTax Help articles How to clear your cache and How do I delete cookies? for guidance. 

 

Then, close the browser, re-open it, and open TurboTax Online again. 

 

Finally, make sure you're only downloading information from one brokerage at a time.

 

If these suggestions aren't helpful, see the following TurboTax Help articles for potential fixes:

New Member
Apr 5, 2024 6:49:17 PM

Thank you JohnW152.  I tried clearing the cache and cookies, but that didn't help.  My daughter solved the problem for me, though....

I am using the Brave browser, and that is a critical fact which I did not put in my inquiry.  What worked was to click on the Brave icon at the top of the screen, and then PULL DOWN the Brave Shield while I did the broker downloads.  Now I can continue on TurboTax (desktop version) using Brave while the shield is up again.

I hope that helps other Brave browser users!

Carolyn