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Not applicable
posted Feb 18, 2026 7:34:38 PM

Statement import errors

When I tried to import a tax statement from my investment company, the totals doesn't match up. Happened on Robinhood and also Apex Clearing. The number of transactions imported is less than on the statements. Anyone else having this issue?

0 1 401
1 Replies
Employee Tax Expert
Feb 19, 2026 5:50:58 AM

I would delete the imports and try again. It might be that not all of the information has been released for import.

 

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.

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