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Is there something wrong with the TurboTax feature that imports the 1099s from your financial institution? It *looks* like it works, but nothing gets imported.

TurboTax Basic... The application looks like it communicated with my financial institution, but it never goes back to TurboTax and the updated stock transactions and dividends are not showing up.
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4 Replies
CatinaT1
Expert Alumni

Is there something wrong with the TurboTax feature that imports the 1099s from your financial institution? It *looks* like it works, but nothing gets imported.

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

If you use the Brave browser, you have to turn off the Brave Shields.

 

See the following TurboTax Help articles for potential fixes:

**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 there something wrong with the TurboTax feature that imports the 1099s from your financial institution? It *looks* like it works, but nothing gets imported.

Nope, I use the application under Windoze...  I refuse to use the online version because I don't trust it... I want the application and all the data to be on my PC in case I need to refer to it later or need to install it on a different machine, even if Intuit goes bankrupt...

CatinaT1
Expert Alumni

Is there something wrong with the TurboTax feature that imports the 1099s from your financial institution? It *looks* like it works, but nothing gets imported.

Did you look through the links I posted? When you are importing, you are connecting to the internet and using a browser. You may need to change your default browser.

**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 there something wrong with the TurboTax feature that imports the 1099s from your financial institution? It *looks* like it works, but nothing gets imported.

After about 10 attempts, it finally shows up in the application... I've never had this problem before... Yet another example of why "change just for the sake of change" is a BAD idea...  If they had designed their software RIGHT, it would still run on Win2K machines in addition to the latest version of Windoze...

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