Importing 1099 DIV into 2023 client (Deluxe) doesn't seem to work. It connects, indicates the 1099 was successfully loaded, the client software does nothing with it. Why?

I am choosing 'Import from my bank or brokerage", continue, it connects and indicates a successful transfer (Using Brave browser). If I try to click on 'continue' again in the client, it tries to connect to my brokerage account again. If I hit back, I can see that an entry was inserted for my brokerage account, but no data is shown save for the account name.

612

Expert Alumni

Mar 13, 2024 6:54:22 PM

First, clear your cache and cookies. Here's how to do that in Brave browser.

If that doesn't work I would recommend trying a different browser.

@Hanerhan

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Importing 1099 DIV into 2023 client (Deluxe) doesn't seem to work. It connects, indicates the 1099 was successfully loaded, the client software does nothing with it. Why?