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Level 4
posted Mar 3, 2025 4:03:17 PM

import seems to work, but there's no new data

I'm importing from a major brokerage.   Turbotax opens a browser window, I enter my credentials for the brokerage login, and after a few seconds it says "Success! We got your tax data. You can now return to TurboTax".   But there's no data in Turbotax.   

 

Searching around, this seems like a perennial problem.

 

0 2 513
1 Best answer
Level 4
Mar 4, 2025 3:51:22 PM

Crickets here from any Turbotax person, and it's not worth the hassle of trying to call in.  I'll just mail in the 1099-B with Form 8453.    This seems to happen a lot, and I wish Intuit would try to address it.

 

2 Replies
Level 15
Mar 3, 2025 4:20:00 PM

Someone else saved their file and exited TTX entirely.

 

Then restarted TTX and they found the new data.

______________

Could be an issue isolated to either MAC, or Windows computers...maybe?

Level 4
Mar 4, 2025 3:51:22 PM

Crickets here from any Turbotax person, and it's not worth the hassle of trying to call in.  I'll just mail in the 1099-B with Form 8453.    This seems to happen a lot, and I wish Intuit would try to address it.