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!

[sjreed]

While Allowing TT to access my network resolved my issue, it is completely unacceptable that it gave no indication that it did not work!

It's actually worse than that!  It said that it successfully loaded the data!

As a software developer, I know about 'error trapping'!  In this case, the trapping is woefully inadequate!