☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Feb 18, 2026 6:02:24 AM

TurboTax 2025 desktop import band data does not work

I am trying to import my bank and brokerage tax data on TurboTax 2025 desktop.

After connected to my brokerage account web site, and can see the prompt "Success! We got your tax data. You can now return to TurboTax.". But TurboTax stays on the "Start import" page and no tax data is imported.

0 2 528
2 Replies
Level 15
Feb 18, 2026 6:15:32 AM

@linleebj 

 

Might depend on the brokerage....Merrill customers are having some particular problems..

______________________

If not Merrill for you, maybe one of these fixes will do it.

I know I couldn't get my Fidelity download until I Accepted Intuit's access to my devices...showed "Success" the first time, with nothing actually imported:

___________________

Read discussions here:

Solved: Re: Importing Brokerage data does not work

 

And Here:

Solved: Re: vanguard brokerage update is available from Vanguard but not on turbo tax

 

Level 3
Feb 18, 2026 1:50:50 PM

I am having the same problem with Bank of America, Investor 360, Schwab.  I follow the links, enter each step, shows the data has been linked and to go back to TurboTax, but data does not show in TurboTax...back to the same loop again and again...GRRR!