I'm having trouble linking my American Express to Turbo Tax. Any advice?

[LindaS5247]

Start by checking if your financial institution or brokerage is a TurboTax 1099 partner (scroll down and select the 1099/1098 Partners tab). If your institution isn't on the list, you won't be able to import.  American Express is on the list, but make sure the name is the same.

Check your transactions to make sure your transactions don’t go over TurboTax limits:

• Both TurboTax Online and TurboTax Desktop can support up to 10,000 of any combination of transactions and imports.
• TurboTax Online can support up to 4,000 non-covered transactions (items such as options or cryptocurrency that aren't reported to the IRS).
• The import file size is limited to 4MB.

Here are some troubleshooting tips for importing:
 

• Sign in to your brokerage account and confirm you have enabled third-party access to your account information.
• Change your password for your online brokerage account, then sign back in to TurboTax and start the import process again using your new password.
• Double-check that you're entering the right credentials on the import screen. Depending on your institution, you could be asked to enter any combination of username and password, fund number, account number, or document ID number.
• Check with your brokerage to see if you need to be enrolled in online access in order to import.
• If you're using TurboTax Desktop, make sure your program is up to date.
• When signing in to your brokerage account from TurboTax, try entering two extra characters at the end of the password, then delete the extra characters and press enter.

You can also try You could try logging out of the program, and clearing your cache and cookies.  Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies.

You may also try using another browse.

If you can't import, you can always enter your Forms 1099 manually.

Click here for "What if I can't import my 1099?"