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Level 2
posted Mar 7, 2025 10:13:46 AM

Importing from Betterment

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!

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4 Replies
Expert Alumni
Mar 7, 2025 11:09:46 AM

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

 

See the following TurboTax Help articles for potential fixes:

Level 2
Mar 7, 2025 5:54:42 PM

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.  

Employee Tax Expert
Mar 13, 2025 5:03:06 PM

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

 

Level 2
Mar 13, 2025 5:56:55 PM

thanks!  finally got it to work.  Even though i spent time trying, i'm so glad the import worked rather than keying everything.