Importing Brokerage data does not work

[Gerdogger]

This is a non-answer. It's like going to get your car serviced and the "answer" from the service center is to direct them to the sales team. If I'm using the desktop version and like doing so, please do not direct me to TurboTax online.

[chessieNNN]

The edge browser neglects to ask permission to transfer the data.  I switched the default browser to Chrome and it worked properly.  

[Sharonethomas1]

Rookie question here. Are all the tips regarding the browser relevant just to the online version, and not to the desktop version?

[SteamTrain]

@Sharonethomas1 

I was using the desktop Premier software, when the problem cropped up for me.....i.e. Transfer Successful....but it wasn't.

[chessieNNN]

Also try scrolling down the Desktop Partner site; the data and import button may be hidden until you scroll down.

[fac1012]

I have been using the desktop version. 

[rrriley12]

I have a similar problem importing from Wells Fargo. I start the import and within a few seconds the following message appears:

Your Wells Fargo account stopped syncing to TTWin

I've tried several times using Firefox and Edge. My windows 11 Home is up to date. 

[IslandDucks]

I did all of the steps, also cleared browser history, shut computer down, re-started...all of my financial institutions show a screen saying it's a success, but nothing is actually imported into TT.  I guess that TT has a different meaning for success!!

[chessieNNN]

So this is what worked for me:  1) Switched default browser to Chrome.  2)  Signed off a permission box that had not appeared earlier.  3)  Scrolled down the browser page that TT directed you to; this page may have your brokerage logo.  I found the data and an "import" button hidden off the frame by scrolling down.

Extremely frustrating that TT chose to "improve" a system that worked great until now.

[IslandDucks]

Yes, and with so many reporting this same problem it's time that TT stepped in and fixed it!!  After years of using TT this is the type of problem that makes ne look at alternative software.

[pkavmd]

Warning! Their tech team is just GROK.

[Frustrated 1]

I have been using TurboTax since 2012 and am also familiar with importing 1099 data.  I called TurboTax yesterday and was told by the agent they had received several identical calls yesterday.  They told me TurboTax is aware of the problem and there is an issue with how the data is being made available to TurboTax from financial institutions.   I was told there is an update coming in a couple days but TurboTax wasn't sure if it was related to 1099 data.  They said the import function has been working intermittently up to this point.  They told me to try again in a few days.

[dmcgregor]

I don't think it's the financial institution.  I cannot import from Ameriprise Financial either.  Same problem, it says success but there is not data in the form when I return to TT.  My Ameriprise form is available; I have it printed out.

[chessieNNN]

The message "Success!  TT has the data" is not correct.  The data is trapped on the browser page, in my case hidden, along with an "import" button.  Scroll the browser page to see if you can find it.  In my case, locating and hitting the "import" command resulted in the data flowing into TT.  In prior years, the TT server talked directly to the financial institution and things worked the way they are supposed to.