Turbotax 2025 premier - import transactions from Financial Institute

[gdesai]

i am trying to import 1099-b , 1099-div forms from Schwab . It says connected to Schwab, transferred data but does not import data . It keeps going on in circle. Pls help . I am using MS edge browser

Thanks

Girish

[JamesG1]

Some customers will need to allow the Intuit site permission to access your local network. If you have already denied permission, you may need to reset it.

In Edge, this may be done by: 

1. Clicking the three dots in the upper right hand corner.
2. Go to Settings and more.
3. Select Privacy, search and services.
4. Select Site permissions.
5. Select All permissions.
6. Scroll to local network access.
7. Set to Ask before  accessing. 

[gdesai]

I did all settings as you suggested but it still did not import my data from Schwab or Fidelity 

Thanks

Girish

[CatinaT1]

Helpful TurboTax Articles:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

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.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import...

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.