I have less then 500 trades so its not a large amount. I also tried importing it from apex clearing which webull uses and im still getting the same error.
You may have to delete This Turbo Tax FAQ will provide steps to enter a 1099-INT.
I'm not going to enter it manually. I paid extra for professional to be able to import it automatically.
I'm facing the same issues. Can anyone from TurboTax look into it and solve it?
@redferrari80
There is no extra cost to import your 1099. That is included in any software you purchase. If you are referring to Turbo Tax Live, this offers help from a tax expert when you have questions about your return. Also, a review of your return by an expert before filing.
For this error, you may want to check your brokerage to see if they are allowing third-party access.
To do that,
I had similar issues with TurboTax 2020 desktop. I was able to complete the import by selecting "Apex Clearing" as the institution.
I entered my 8-character webull account number as the username (even though it says to use 10 characters), and my SSN (no dashes) as the password.
I originally had deluxe, and when I went to import my stocks it told me it wasn't available for the version I had and I needed to upgrade to premium.
I'm having the same issue (same message and 103 code).
Tried to select Webull Financial and Apex Clearing and didn't work.
Btw good suggestion from @CA38 , thanks, for one second, think the issue was solved.
I am using Premier on the Website.
I can't find anything in my webull account related to "Enable Third-Party Access."
Please, can anyone from Turbo Tax have any suggestions?
Many thanks to @CA38 . The workaround works(for Webull), appreciated.
Hi @SForrestLO, I'm still facing the same issues while trying to import my docs from Robinhood and Etrade. I tried the workaround(Apex Clearing) on these two account/broker, but, the error(code 103) still pops up. Can you please advise the solutions? I'm sure 'Data Sharing Permission' is set to Enable from the account setting. Thanks.
@drcytan223 You would need to verify with your financial institution that the file is ready and available to import to your tax return. See this link for more information.
Thank you for the update, it works now.
I selected Webull and entered my 8-character webull account number in first box, and my (like @CA38 ) SSN (no dashes) as the password
Thank you for the update, it works now.
I selected Webull from the list and entered my 8-character webull account number in the first box, and my SSN (no dashes) in the second box like the website suggestion 👍
I still have the same error. I tried both Webull and Apex and it didn't work. Any tips?
Did you made an account with Apex clearing? I am trying the same way as you have described but I am not able to export it. Also, I have 120 pages of 1099. Do you think that's the problem?
I have the same issue. I have 132 pages of records. Still getting the error 103
I got the exact message using Mint which is owned by Intuit. The reason I was given by support is that my bank password was too good (long) so they can't be connected. Apparently, they use a very insecure limitation of 15 characters which is easily hacked today. I can't believe this lack of security.
Shorten the password for the account you are trying to connect to. 15 characters or less.
@TE5LA Sounds like you are trying to import financial data after the tax filing deadline. Your financial institution has likely taken 2020 information down and you will need to enter your data by hand now,
@xmasbaby0 This is crazy that I have to create a whole new username to reply, but I tried a dozen times and it forced me to.
But no, I am not talking about taxes at all. I'm talking about regular daily syncing to a bank account from Mint. It won't work if your bank password is over 15 characters. It is a limitation in the system which I hope they will change soon. I don't relish the idea of my bank password getting hacked just so Mint can update my data.
Sorry this is just a Turbo Tax forum. You need to find a Mint forum or ask over at Quicken.
https://www.quicken.com/support#windows
@VolvoGirl I wasn't asking a question. I was trying to help others with the exact same error (103) I was getting when using an Intuit product. I'll bet the 103 error means it is not accepting the user's credentials (password too long).
From Intuit's website:
If you see error 103, it usually means the user ID or password is incorrect for the bank account you’re trying to connect.
Please log completely out of TurboTax, then try clearing out your browser's cache and cookies stored on your computer. A full or corrupted cache can keep TurboTax from functioning properly. Please see the TurboTax FAQ's on how to clear your cache here. To learn how to delete your cookies, please see the TurboTax FAQ here.