Importing Brokerage data does not work

[Sharonethomas1]

Last year, after weeks of brain damage, I discovered that the problem was that my broker (Northwestern Mutual) hadn't loaded the information properly until pretty late in the tax season.

[Tscurlo2019]

Yep.... same issue here.  😊

This year.... I know to wait until late March before trying it.

Thanks for your info.

[rmwospck]

I have the same issue with my TurboTax 2025.  Even using Microsoft Edge, I had no data imported even though TurboTax said "Success!..."  I found out that you have to go into the browser settings and change the site permission to allow intuit.com to access any device on your local network.  Here are the steps:

1.  Go into your browser Settings.

2.  Go to Privacy, search, and services

3.  Go to Site Permissions

4.  Go to All sites

5.  Find the intuit.com entry

6.  Change the setting for "Sites can ask to connect to any device on your local network" to Allow  (This setting is at the bottom of the list of permissions.)

That worked for me!

Raymond

[AndyMc66]

I am trying to import from National Financial Services and getting same experience as you

[MonikaK1]

If you wish to import the data for your investment income from the brokerage or financial institution, and you are using TurboTax Online, you would follow the steps when prompted in TurboTax to import the data for each form (W-2, 1099-INT, 1099-B, etc.).

For example, here's where you enter or import your 1099-B in TurboTax Online:

(Note: If your TurboTax navigation looks different from what’s described here, learn more.)

1. Open or continue your return, if you haven't already.
2. Select Search, enter 1099-B, and select Jump to 1099-B.
3. You can also go to Federal, then Wages & Income, then Investments and Savings.
4. Select Start or Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
5. Select Okay! on the screen Time to kick off your investments! OR Yes on the screen Did you sell any of these investments? then Continue.

• If you see Your investments and savings or Your investment sales summary, select Add investments or Add more sales.

1. When you reach Let's import your tax info, choose how you want to enter your 1099-B:

• To import your form, select your brokerage or financial institution from the list. Enter your sign-in credentials for your account, then select Get my form.
• If you want to enter your 1099-B manually, select Enter a different way, then select your investment type on the next screen.

1. On the following screens, answer the questions about your 1099-B.

If you are using TurboTax Desktop, you can either wait until prompted by TurboTax to import your brokerage statements (e.g., Form 1099-B or Form 1099-DIV), or you can go directly to the import feature by searching for “import” in the search box (top right in the TurboTax interface), then selecting the option to “Jump to Import.”

Here is the list of companies from which you can import. Be sure to select the correct list, W-2 or 1099/1098.

If you are having trouble importing, check your browser settings as suggested by @rmwospck above.

If you followed all the steps reported in this thread and are still having trouble, contact the brokerage/ other company directly.