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VivMehta
New Member

Import Tax Document into TurboTax

I am not able to import tax document into my TurboTax. I can login to my brokerage account successfully via TurboTax import and it says "Connection Complete! Success! We got your tax data. You can now return to TurboTax.

However, I do not see any data getting pulled in the TurboTax. I have tried many times and the same issue.

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1 Reply

Import Tax Document into TurboTax

@VivMehta 

 

You probably answered NO a  strange Pop-up that actually stopped the data import.

Yeah...even though it said it was successful.

Tons of others said NO and resulted in the same thing.

 

Some help discussions on how to reset  (Works for Vanguard and Fidelity...don't know about Schwab)

____________________________

A comment Just above what shows here:

 

Solved: Re: Importing Brokerage data does not work

 

and here:

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

____________*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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