To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:
- Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
- Find Local Network Access in the dropdown menu.
- Toggle the switch to ON.
- 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.
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