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
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".
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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OR
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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OR
Another solution from user rmwospck when the pop-up doesn't appear:
Solved: Re: Importing Brokerage data does not work
OR
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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."