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"This import was unsuccessful" when trying to import a 1099 from Betterment
1) the password IS working on Betterment website
2) the forms ARE available on Betterment website
3) There is no connection loss - I can access both Betterment and Turbotax
I tried my password first, and then went to Betterment and generated an app password and tried it. No luck.
I am not going to manually enter anything.
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"This import was unsuccessful" when trying to import a 1099 from Betterment
After doing some research online, I guess the best answer here is to quit TurboTax. Sad to leave, but seems like they just can't figure out how to import data from Betterment. Too many users have this issue, and TurboTax says nothing. Silence.
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"This import was unsuccessful" when trying to import a 1099 from Betterment
After doing some research online, I guess the best answer here is to quit TurboTax. Sad to leave, but seems like they just can't figure out how to import data from Betterment. Too many users have this issue, and TurboTax says nothing. Silence.
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"This import was unsuccessful" when trying to import a 1099 from Betterment
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"This import was unsuccessful" when trying to import a 1099 from Betterment
It looks like you can instead choose to ONLY enter two summaries, but then you also have to mail in a printout of the 1099 forms because of those special exceptions (like 1g) that you chose not to include in Turbotax.
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"This import was unsuccessful" when trying to import a 1099 from Betterment
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"This import was unsuccessful" when trying to import a 1099 from Betterment
You need to create an app password in betterment and import using that. I successfully did it.
Here're the instructions https://www.betterment.com/resources/tax-software-importing/#1
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"This import was unsuccessful" when trying to import a 1099 from Betterment
Yep, thankfully they fixed importing from Betterment this year. Last year it gave an error even with the app password.
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