I cannot get TurboTax Deluxe 2017 to import financial data from my broker this year, which it has done in previous years. What is different this year?

[Kat · Accepted solution]

Since you've done this before, I'm sure you know how to import the information.  Just in case, though, I'm adding the TurboTax FAQ that includes instructions below.

https://ttlc.intuit.com/replies/3389470

Make sure your broker is still partnering with TurboTax for the import feature.  In the info I just posted, there is a hyperlink to see the partner lists.

If you are still unsuccessful, I'd try saving your file and closing your TurboTax program.  Clear your browser cookies and empty the cache.  Maybe even re-boot your computer, or try a different browser.

If problems persist, you may want to contact your brokerage firm to make sure the files are "ready" for import.

[shenderson]

Thanks.  I got it to work finally.  Not sure why. I emptied cache and rebooted.  But I also ran TurboTax without connecting to my office's VPN and it worked.  Before I was connected through the VPN.  So, perhaps the problem was the VPN?  In any case, thanks.

[Kat]

It could have been the VPN.  Just so happy it's working now!