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IMPORT PROBLEM

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

 

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3 Replies

IMPORT PROBLEM

@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.*

IMPORT PROBLEM

I never received a new pop up?

IMPORT PROBLEM

@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"

______________

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

______________

OR

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

Solved: Re: Importing Brokerage data does not work

OR

____________________

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.*

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