Importing Brokerage data does not work

[RC111]

I am having a similar problem and I am using Chrome.  I plan to switch to Edge now to see if that works.

[Sharonethomas1]

Note that my upload was not flawless, but I think it was the same last year. I still had to manually enter some information on state bonds and small foreign tax credits from mutual funds.

[CYC2536]

My issue is still not resolved but with new findings: I can see the data are already imported into TT, so not a data import issue, but TT won't show two 1099-DIV in the returns. Another call to support and they had no clue what happened. In the end TT support suggested I manually enter the forms but they did not know how to do it. I figured out myself and it worked at least. My experiences with 4 support stuff: None of them can fix anything, and three of them did not even care. Do not understand why TT is rated as best tax prep app?

[fac1012]

@RC111 

>i have no idea how to direct TT to use EDGE rather than Chrome.

If you are using MS Windows, go into Settings -> Default Apps. Change your Default Browser to EDGE and TT will use Edge instead of Chrome. After your done with TT you can go back and change it to Chrome. 

Another way is to open Edge and go to Settings. On the left side about 1/2 way down the page you'll see Default Browser. Click that and 'Make MS Edge your default browser'.

Good luck!

John 

[ironcitymarine]

Thanks for continuing to post your experience. I had this problem last year and just gave up but I will try chrome and see if it works for me.

[RC111]

Thanks so much.  This worked and got me to where I wanted to be.

that said, I prefer chrome so now I have to go back and change my default browser to Chrome again.  Not a major “pain” but TurboTax should work flawlessly with all major browsers!

I had 5-6 MAJOR issues with TurboTax this yr.  The tax prep this year was a nightmare and it should not be like that. I have been using it for 25-yrs and with the exception of last yr and this yr, the software worked pretty flawlessly.  I need to explore other vendors.

[Sharonethomas1]

Just make sure you check the imported information. In my case, I still had to type in information about state government bonds and foreign tax credits from mutual funds, even though most information was imported.

[bclee]

Importing from specifically Fidelity Investments into the download version of TurboTax H&B is causing it close with an error notice.  Importing from Vanguard was no problem.

[MonikaK1]

If you have more than one account with Fidelity, try importing from only one account at a time and logging out and bac in to import from the second account. 

I suggest you try these troubleshooting steps:

• Check your internet connection. Hardwired connections work best.

• Try exiting TurboTax, restarting your device and starting TurboTax again.

• Try using a different browser. Chrome usually works well.

• Try clearing your cache and cookies.  

If after trying all of the options mentioned you still have the same problem:

See this help article and this one for instructions on how to contact TurboTax customer support depending on which product you are using.

@bclee 

[denalifarm]

Same here.  We have multiple accounts, individual and joint accounts with Schwab.  I have tried importing all at once or one at a time.  They only show the last imported no matter how I sequence them.