2025 AMERIPRISE DOCS WON'T IMPORT INTO TT DESKTOP

[brettstuempges]

PAST YEAR COMMENTS INDICATE THAT THE PROBLEM IS ON TURBO TAX'S END.

[eclipse31 · Accepted solution]

Same issue here. I have reached out to Ameriprise, and they are not aware of any problem on their end. Intuit reports connection complete but nothing ever happens.

[CatinaT1 · Accepted solution]

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
2. Find Local Network Access in the dropdown menu.
3. Toggle the switch to ON.
4. Refresh the page and attempt your import again.

If permissions aren't the issue, one of the following factors may be at play:

• Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
• Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
• Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

@brettstuempges @eclipse31 

[eclipse31]

Local network access was the trick!

[user17716810966]

I have a similar problem, but I see nothing at all on my webpage, it just sits there after I get the Lets get your forms page and acknowledge the Captcha and continue. I can't select Learn more but the auto import button appears to move. Hit OK and nothing happens, page just sits there. I tried cut&paste from the Ameriprise document (eliminating the spaces), typing in the Package/document ID, both Edge & Chrome browsers, waiting an hour, but I get absolutely nothing. Ameriprise indicates their data is available. I had no issues doing this last year.

[CatinaT1]

Sounds like something got stuck. You can try these things:

• Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
• Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website.
• Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms.
• Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit."
• Restart the Browser: Close all open windows of your browser entirely and then reopen it.

Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

[user17718826228]

Called customer service.  I accepte a call back, rather than waiting on hold, but I was immediately disconnected when called.  So I waited on hold for 50 minutes only to be told to enter the information manually!  Then what is the purpose of purchasing TurboTax?  The agent sounded frustrated and said TurboTax was aware that there are issues with MULTIPLE financial institutions and to just wait.  I've been waiting since Feb 15th when information was available to download.  I've tried all the fixes suggested on-line.  I guess I'll have to enter the info manually.

[MarilynG1]

Remember that the IRS already has copies of all your 1099's.  A Summary Total is all that is necessary for your tax return.

@user17718826228