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Level 2
February 18, 2020
Question

After importing from Betterment, site won't load

  • February 18, 2020
  • 1 reply
  • 0 views

I just imported from Betterment where I have a few accounts.  Betterment tends to have a LOT of transactions and usually I have to use the desktop software. I tried the web this time and now whenever I try to view my Betterment import, the screen loader just keeps spinning. I tried support and they didn't know what to do. Anyone else have this issue?  Any suggestions on how to fix it?

1 reply

CatinaT1
Level 15
February 18, 2020

If you are stuck on a screen or it is blank in TurboTax you may need to log out and restart your computer, then log back in, or try another browser. You may need to clear your cache and cookies. Please see these TurboTax FAQ's for information on how to clear your cache and cookies:

To clear your cache use this TurboTax FAQ:

 https://ttlc.intuit.com/community/troubleshooting/help/how-to-clear-your-cache/00/26135

 To clear your cookies use this TurboTax FAQ:

 https://ttlc.intuit.com/community/troubleshooting/help/how-do-i-delete-cookies/00/25978

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Level 2
February 20, 2020

Thanks Catina. I've done those things multiple times both with and without Support on the phone.  This appears to be a server side problem.  I'm getting a 500 HTTP error from the server.  Here are the errors I see:

 

GiseleD
Level 14
February 20, 2020

Unfortunately, if you still unable to import your Betterment activity, you may have to enter the transactions manually. 

 

Here's how to enter your 1099-B:

 

1) Once in your return, click Income & Expenses (top tabs)

2) Scroll down till you see Stocks, Mutual Funds, Bonds, Other

3) Follow the prompts to add in your sales

 

Here's how to enter your 1099-DIV:

  1. Open or continue your return.
  2. Search for 1099-DIV and select the Jump to link in your search results.
  3. Answer Yes to Did you receive any dividend income?
  4. Choose your bank or brokerage from the list to import your 1099-DIV and select Continue or manually enter your 1099-DIV  by selecting I'll type it in myself.
  5. Follow the on-screen instructions to enter your 1099-DIV.

 

@BuckskinPony

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