1099-DIV blank after import

[sjreed]

I am attempting to import 2025 1099-DIVs from 2 institutions: Charles Schwab and Merrill Lynch. After logging into their sites (from within TT), it shows an animated gif of TT talking with the institution. After a while it says 'All done!'. I return to TT and forms are blank (except for Financial Institution name, Fed ID, and my Account numbers). Additionally, Form 1099-B is not imported at all. I have been doing this for several years! I do not want to input all the 1099-B info manually! Suggestions anyone?

[LaShaunA3]

Try clearing your cache and deleting your cookies. If this doesn't resolve the issue, let us know. 

How to clear your cache

How to delete cookies

 

[sjreed]

Deleting Cache / Cookies for 'all time' had no impact.  

After clearing cache / cookies, I instructed TT to 'Add Investments'.  I selected Merrill from the dropdown and clicked continue.  The browser opened, I entered my credentials, it did it's thing, I got the message:  Success! We got your tax data. You can now return to TurboTax.

I returned to TT and clicked 'Back'.  Note:  This is not very intuitive!  If I click Continue it takes me through the import process again!  Skip Import takes me to a blank form!

But clicking 'Back' shows what I have imported, and I have no 'Merrill' data!

[SteamTrain]

@sjreed 

I had the same problem the first time I tried...success but Nothing actually imported...

You had to accept a pop-up to let Intuit have access to your devices.

______________________

These folks found a way to reset the permission if it doesn't come up again

Solved: Re: Importing Brokerage data does not work

And

Solved: Re: vanguard brokerage update is available from Vanguard but not on turbo tax

[sjreed]

The suggestion on the link provided for setting "Sites can ask to connect to any device on your local network" to Allow worked!

I don't know why TT thinks it needs access to my entire network to take this action, but allowing it made the import work!