turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Import brokerage - Success - but how to return to TTax - nothing shows as imported

starting to Import from brokerages.

Enter the info as directed go to webpage  - see the icons -  then...

Success - We got your data - You can now return to Turbotax 

HOW - 

there is nothing to click or complete - and TTax shows nothing imported 

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

Import brokerage - Success - but how to return to TTax - nothing shows as imported

@PS56k 

 

Right...I had the same problem...because I did not accept a certain strange po-up the first time.

When I tried again and hit the "Allow" or "Accept" in the popup...then the $$ transferred 

 (might not see that on a phone...never use a phone to prep your taxes)

 

from Doug34 in a prior post: last Friday

 

"I initially ran into the same problem described by others here. The Intuit website declares success, but TurboTax doesn't get the document. In my case this was caused by the fact that I denied the Intuit site permission to access my local network. Choose Allow, and you should be fine. If you already denied permission, you will be stuck until you reset this permission. In Chrome on Windows, you can do this by clicking on the View Site Information icon just to the left of the address bar. Turn on Local Network Access and try again. This solved the problem for me."

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Import brokerage - Success - but how to return to TTax - nothing shows as imported

tnx - that worked - clicked on the "lock" icon and picked "allowed" -

every year a new brain dead TTax hurdle to overcome....

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question