After a successful import of my financial information from my bank, MS Edge pops this dialogue box. What is this about !?
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New this year...
If you don't "Allow" in that pop-up, Then nothing is actually transferred into your tax software.......even though the other screen says Successful...it really isn't... unless you Allow.
(But this is a 1-day old post...so maybe you've already figured that out)
New this year...
If you don't "Allow" in that pop-up, Then nothing is actually transferred into your tax software.......even though the other screen says Successful...it really isn't... unless you Allow.
(But this is a 1-day old post...so maybe you've already figured that out)
That is weird I never saw this pop up. I will have a larger file to download soon, hopefully I will get this message.
But I was on Google not sure the same pop up would apply
I don't know if it is just for the Desktop software, or both Desktop and Online software.
Also see users Doug34 and taxCrashes for when the pop-up doesn't appear
Solved: Re: vanguard brokerage update is available from Vanguard but not on turbo tax
Another solution from user rmwospck when the pop-up doesn't appear:
Solved: Re: Importing Brokerage data does not work
I spent two hours trying to transfer my data and each time it would say it's successful What a waste of time, I saw this pop up TurboTax wants to connect to any device I said "no" it seemed like a security issue I don't want it to connect to "any device" I did not know I would have such consequences. How are we supposed to know from that your data won't transfer now I've got to figure out how remove my "no" responce because it seems to remember it.
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:
If permissions aren't the issue, one of the following factors may be at play:
Helpful TurboTax Articles:
I let a few hours pass and attempted import again, this time the pop-up finally reappeared after saying Success, I picked allow and the data appeared in the TT desktop app. I did not attemp to adjust the setting in Chrome as suggested by CatinaT1.
That pop up message is so cryptic "Look for and connect to any device on your local network" sounds like a virus trying to infect my network. Couldn't TT say "Allow TT to transfer documents"
Pick "Allow" to import
That is browser language, not Intuit language.
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