Importing financial data but not populating forms

[dbmn0315]

I'm using Deluxe version.  Import financial data says successful, but data not populated in forms.  I entered data by hand, but stock transactions would be too complicated by hand.  What did I do wrong? 

[baldietax]

there's a browser permission issue you need to set to allow the import, see

https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-va...

since you already did some manually note for most 1099Bs you don't need to enter all the detail you can input 1099B at summary level which will go onto Schedule D.  With the caveat that, if you have any entries with cost basis adjustments for wash sales, AMD, noncovered securities missing cost basis, it's best to enter those at the detailed "one by one" level which will generate Form 8949 for those, and the remaining balance of your 1099B can then be entered at summary level, and check the totals on Schedule D.  If you input items with adjustments as summary entries it will trigger the need to mail the details to the IRS (I think with online you can also do this step electronically by uploading a PDF attachment but I have not tried this).