Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B

[halesmail]

Relative to my Jones import, I was stuck in the loop.   Couldn't exit that part.

Looked at FORMS and it appeared to have imported OK.

Saved files.   Did a force quit.   Restart and I could work on other things.

I ran a federal check and it was OK.   I was afraid the Jones import problem would

cause an unrecoverable error but it didn't..

I solved the Charles Schwab download by doing it late at night.

BH    Less unstable now...

[CarissaM]

We are experiencing an issue that our experts are working to resolve. The issue will not be resolved until after the tax deadline. 

Please follow the instructions here to use the workaround for the issue. 

[KPCON]

Any answers? I don't see the box to click for identity code either. I don't want to enter manually and then have to mail in forms.

[CarissaM]

@KPCON Did you follow the instructions above? As this issue will not be resolved until after tax deadline approaches so we have assisted in creating a alternate solution. 

[wei cheng]

I have figured out how to solve this problem manually, just put the broker's name there, and saved, then re-open and update the name, this is the only way to solve this problem. 

I have to complain this time, called Turboxtax two times and the final solution was to use the online version and I have to redo everything again, then I was stuck on a connection dropped issue which has not been solved as well... 

I got some luck this time to figure it out this time myself, I hope Turbotax should give us an explanation and solution.

[nuttallrn]

I'm having the same problem.  Trying to manually enter data from Equiniti Trust Company and I'm in the same loop of having to re enter information that Turbo tax won't take.  How do we fix this?  [email address removed]

[ig88d]

same problem over a month later. 😠

[Hames]

It's now nearly six months after the tax deadline (I got an extension) and I'm having the same problem. Doing it by hand would take forever and a day, so it is not an acceptable solution.

[timsum24]

Why can't I import data from Fidelity financial institution for 2022 tax year?

[Philmb]

Timsum24, you have my sympathies. The reason why you can't import the Fidelity file is probably due to a disconnect at Intuit. You can hope that someone win the TurboTax Help community will have a better answer, but by my experience from last year....good luck with that! Their staff who visit this site suggested entering the numbers manually. Clearly, they don't have a portfolio with 300 lines of transactions.

I hope my experience this year is better than last. I ended up going back to my fiduciary, that is JPMorgan, and shaking their tree. They found a workaround. You should probably call Fidelity and ask them for help. Intuit was not helpful.

[DaraLO]

Can you tell us exactly what happens when you attempt to import?  Are you receiving an error message? @timsum24

[Hames]

After spending two hours on the phone with Intuit last October, they sent me a newer version of the software that didn't have the problem.

[richtrx]

I had a similar issue several times in a row.  I believe it was due to the browser I was using, Brave. I made Chrome my default browser and started over. Then it worked.