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New Member
posted Mar 6, 2024 9:58:24 AM

Importing tax info from a Broker doesn't work. The error message says there wasn't any tax-related info to import.

The broker verified that there is tax info and that I was using the correct authentication data.

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2 Replies
Level 15
Mar 6, 2024 11:24:46 AM

Close TurboTax, then try clearing your browser's cache and deleting your cookies.  See the TurboTax Help articles How to clear your cache and How do I delete cookies? for guidance. 

 

Then, close the browser, re-open it, and open TurboTax Online again. 

 

Finally, make sure you're only downloading information from one brokerage at a time.

 

If these suggestions aren't helpful, see the following TurboTax Help articles for potential fixes:

Level 15
Mar 6, 2024 11:56:45 AM

There have also been some issues with browsers & firewalls set to a high security setting.

Particularly with the Brave Browser...but could be others too.