TurboTax glitch?

[665011]

Two incidents that made me question the accuracy of TurboTax:

1. I imported my tax form directly from Webull (about $30 in gains/interest for 2025), and my refund immediately dropped by $2,000.
2. I imported my Charles Schwab tax forms, which included employer stock option exercise. The income appeared to be double-counted (both on my W-2 and as capital gains), so I manually adjusted the cost basis. Later, in the “Import Summary” section, TurboTax asked if Schwab included employer stock. After I answered “Yes,” my refund dropped another $500.

This didn’t make sense, so I deleted both the Webull and Schwab imports, re-entered Webull manually, and re-imported Schwab. My refund increased back by the full $2,500.

What’s going on here—bug, or am I missing something?

[DaveF1006]

Sometimes during the import process, the information does not get "mapped" correctly between the two interfaces. Manually entering data always produce the correct results. 

Many import mistakes are due to heightened because of browser security features. Privacy extensions (AdBlock, Privacy Badger, etc.) are blocking the secure import window. Users who unblocked pop‑ups or allowed TurboTax’s site in Chrome saw the issue immediately.

TurboTax’s import process relies heavily on browser‑based authentication. Users report:

1. Switching to Chrome fixed the issue
2. Making Chrome the default browser helped
3. Disabling extensions allowed the import to complete 

Also, many financial institutions have heightened their security features, which makes importing more difficult than it has been in the past.