Turbotax import successful from Charles Schwab my 1099 but there was nothing

[hungtl1]

I heck there was error. Please attacked image 

[CatinaT1]

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.

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.

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?

[hungtl1]

I tried per your instruction (See image) but it did not work.

I've tried Firefox and M/S Edge but an eror still persists

Please see a second image for this error

[hungtl1]

[hungtl1]

I've enclosured a screenshot of 1099-DIV with red highlight about "FATCA Filling Requirement" did not check.

But it got False as shown on previous image. Can you please help?

[MarilynG1]

If your 1099-DIV failed to import correctly, I would advise deleting the import and entering the 1099-DIV manually.  There's only a few pieces of info involved. 

If you have any Foreign Tax on your 1099-DIV it will transfer to the Foreign Tax Credit section for you automatically, and you can step through the interview to indicate the amount of Foreign Income it relates to.  You'd have to do this anyway, even if your import was successful.  Your broker statement will the list the countries/amounts, which you can total up and choose Country 'RIC' for the entry.

It appears from your screenshots that you don't have a FACTA Filing Requirement. 

Here's more info on Here's How to Enter a 1099-DIV.

@hungtl1 

[hungtl1]

I don't have any the Foreign Tax and (of course) FACTA was blank.

I don't know TurboTax Why it said FATCA filling requirement is checked

[hungtl1]

[MonikaK1]

If you received a "Success" message but your data hasn't appeared in TurboTax, it may be 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.

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.

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?

@hungtl1 

[hungtl1]

Thank you for your response.

I've tried it and used different browsers like: firefox. MS Edge but the issue still persists

[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?

[hungtl1]

Charles Schwab just sent me a message that said my 1099 had been updated. Problem solved. Thank you everyone