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I am having the same issue with imports from Schwab. I was able to download 1099R 2 weeks ago, but all my forms were not ready. Now when I try to load, it selects all the forms, but when it imports, the forms are completely blank. I am using desktop turbotax deluxe
If TurboTax shows a successful import but forms are blank, it is likely due to browser security blocking data transfer, pending brokerage forms, or a need for a screen refresh. Fix this by enabling local network access in your browser, disabling anti-virus software, and updating the program.
Since the IRS already has copies of all your 1099's, using the Summary Method on a tax return is acceptable.
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