IMPORT PROBLEM

Forum|Forum|4 months ago
February 9, 2026
1 reply
6 views

I tried to import a brokerage statement into to TurboTax, Turbo Tax stat4ed it had obtained the info but when I go back to Turbo Tax the info is not there and the page asking if I want to import is still showing. I do have two step verification on but it trusts my computer. I entered everything manually but was wondering if anyone had any ideas as to why this happened? I will need to use this option in the future.

Thanks

SteamTrain

Level 15

@lennar0719

There is a new Pop-up you have to allow:

TT is asking to 'Look for and connect to any device on your local network'

If you don't alow it...then nothing imports, even if it initially said "Successful".

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

lennar0719Author

Level 2

I never received a new pop up?

SteamTrain

Level 15

@lennar0719

Then you are either going to need to enter them manually..."Type it in myself" during the Interview process after you select "Enter Another Way"

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Read the other posts by folks show were ablet to use other measures to allow the import:

See users Doug34 and taxCrashes for when the pop-up doesn't appear

Solved: Re: vanguard brokerage update is available from Vanguard but not on turbo tax

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Another solution from user rmwospck when the pop-up doesn't appear:

Solved: Re: Importing Brokerage data does not work

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And if using the Brave browser during the import:

From user: @jamesaheard

" Then I remembered that Brave blocks popups and certain other things by default, which sometimes interfere with a legitimate website. Before logging into the Fidelity page again, I clicked on the little red and white Brave icon (looks like a lion) at the right end of the address/search bar, clicked on the slider to turn off "Shields," and those two clicks solved the problem! I successfully imported multiple 1099s from my Fidelity accounts, and they showed up in the right places on Turbotax."

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