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).

[CatinaT1]

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?

[IslandDucks]

Sorry, but this doesn't work.  I did it for a few financial institutions and all showed data was imported and to open TT...nothing imports.

[CatinaT1]

From what you are saying @IslandDucks  sounds like it's due to recent browser security updates regarding Local Network Access. Have you also tried the other suggestions below regarding VPNs and Anti-Virus?

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?

[IslandDucks]

Thanks so much for your time/help!~!  Your suggestions were beneficial to financial data transfers ... what a relief to see the information transferred to my TurboTax forms.  Again, Thank YOU!!