1137451
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

Is anyone having trouble importing a 1099 from your broker?

Eliminate special characters in password.

EbonyA
Intuit Alumni

Is anyone having trouble importing a 1099 from your broker?

Sorry for your frustration, have you tried the solution that Jjunkman provided? @springchen17.

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

Is anyone having trouble importing a 1099 from your broker?

I am having the same problem. Last year it was fine. Looks like a bug in this year's version. Has any one got this working with Edward Jones this year?

Is anyone having trouble importing a 1099 from your broker?

Yes, I did I have been importing data for the last few years and I have not had any problems prior to this year.

EbonyA
Intuit Alumni

Is anyone having trouble importing a 1099 from your broker?

Please review this thread in which a user provided detailed steps on a solution that worked for them with the Edward Jones import @bkirthi.

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

Is anyone having trouble importing a 1099 from your broker?

I am getting the same error attempting import from Edward Jones: 

TurboTax 2022 Premier

The system did not recognize the User ID or Password you entered. Please try again.

 

Very frustrating

DaraLO
Intuit Alumni

Is anyone having trouble importing a 1099 from your broker?

The issue could be with special characters or two-factor authentication.  Please try this solution from an earlier post.  

 

The following are further troubleshooting steps, if needed:

  • Sign in to your brokerage account and confirm you have enabled third-party access to your account information
  • Change your password for your online brokerage account, then sign back in to TurboTax and start the import process again using your new password
  • Check with your brokerage to see if you need to be enrolled in online access in order to import
  • When signing in to your brokerage account from TurboTax, try entering two extra characters at the end of the password, then delete the extra characters and press enter

Reference:  What if I can't import my 1099? - Intuit

 

@vanwezen 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
dmerodgers1
Returning Member

Is anyone having trouble importing a 1099 from your broker?

I don't use any special characters in my Edward Jones sign-on.  I do get through and into the EJ site and see some of my accounts, that is, only the 1099R's.  The other accounts with 1099-INT, -DIV and OID's are not being displayed for import into TTax.  Thanks.

ChondelLO
Intuit Alumni

Is anyone having trouble importing a 1099 from your broker?

For information on what to do if you can't import your 1099, please visit the help article below. @dmerodgers1

 

What if I can't import my 1099? - Intuit

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
JMD1
Level 2

Is anyone having trouble importing a 1099 from your broker?

eliminating special characters in Ed Jones password is NOT a solution if using TT desktop for Windows with the MS Edge browser.  Never had them, still don't, and the problem persists.  It would be helpfull if people posting about this issue clarify which platform they're using.  

Is anyone having trouble importing a 1099 from your broker?

Are you using a MAC with Safari Browser?

 

Thanks 

Is anyone having trouble importing a 1099 from your broker?

This did not work for me. TTPremier for MAC.

 

Thanks for post effort...

Is anyone having trouble importing a 1099 from your broker?

I have eliminated special characters.

I have logged to my EDJ Account prior to attempting import through TTPremier for MAC.

 

I am not going to install Chrome on my MAC as the last time I tried this I was OOS for a week.

I paid good money for this download, I want it to work as in the past.  

 

TT - Please Fix It.

 

Thank you 

Is anyone having trouble importing a 1099 from your broker?

Are you using TT Premier for MAC?

 

Thanks,

dmerodgers1
Returning Member

Is anyone having trouble importing a 1099 from your broker?

Sorry for not mentioning the environment.

I am using Windows 10 and the desktop version for TurboTax Premier.  I have had this problem using both Google Chrome and Microsoft Edge browsers (set as default to test both).  I too, do not use special characters and have been able to complete these downloads over the years without incident.  

 

I wonder if TTax is actually looking into these problems.  Seems the solutions are only coming from the Community having similar problems.  It would be helpful to know if TTax is involved.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question