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sssppp23
Level 2
March 7, 2025
Question

Importing from Betterment

  • March 7, 2025
  • 4 replies
  • 29 views

anyone else having an issue importing from Betterment?  I'm confident I have the right information from Betterment (confirmed with their helpdesk), but when I hit import in Turbo Tax I get an "error" beep (but no additional information) and nothing happens.  I was able to successfully import from 1) Fidelity and 2) E*Trade Morgan Stanley. Any suggestions? Thanks!

4 replies

CatinaT1
CatinaT1
Level 15
March 7, 2025

If you are using TurboTax Online, try importing using a different browser.

 

See the following TurboTax Help articles for potential fixes:

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    S
    sssppp23Author
    Level 2
    March 8, 2025

    thanks!  i'm in turbo tax desktop on a mac (sorry should have said that).  it keeps making an error noise, but no error message so it's hard to troubleshoot.  I did try clearing the cache, closing, opening, logging out and back in, changing security settings just in case.  

    J
    Alumni - Expert
    JotikaT2Alumni - Expert
    Alumni - Expert
    March 14, 2025

    Try following the suggestions in this link.  Make sure you have also enabled third-party authorization on the brokerage side.

     

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
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