How to upload financial data?

[larry-krebs]

how to upload 1099-DIV data?

[JamesG1]

In TurboTax Online Premium, you may enter the IRS form 1099-DIV by following these steps: 

• Down the left side of the screen, click Federal.
• Down the left side of the screen, click Wages & Income.
• Scroll down to Investments and Savings and click the down arrow to the right.
• Click Start / Revisit to the right of Dividends on 1099-DIV.
• Click Add investments.
• At the screen Save time and connect your financial accounts, click Connect.
• Select  your bank, brokerage or financial institution.

See TurboTax Help.

[larry-krebs]

Thanks for your response which described that standard way of importing financial data.  I've done these steps many times with no success.  Trying 2 different financial companies.  Still no success.  There's something I'm not doing - setting a "flag", opening the financial company, using the wrong browser. etc - that keeps the import from working.  So, any suggestions?

Larry Krebs  (30 year user of TurboTax).