Turbotax says 1099 download successful, but no data is downloaded

[randy5419]

I followed the prompts to download my 1099 tax info from Fidelity.  All seemed to go well.   I successfully logged into Fidelity and I got a screen with the message “Success! We got your tax data. You can now return to Turbotax.”  But when I returned to TurboTax, nothing had changed. 

Attempt 1:  The first time I did this I declined to give TurboTax requested permissions on a Windows 11 screen that popped up after I received the “Success” message.  (The permissions seemed ominous and unnecessary since I Turbotax told me it had my 1099 data.)  

Attempt 2: After the first try, I exited Turbotax without saving the data file so I could try again fresh with the intention of approving the requested permissions.  I got the same result except a Windows 11 screen did not appear asking me to approve permissions. 

Attempt 3: I exited Turbotax again without saving the data file and tried again after restarting Turbotax as an Administrator.  Same result is in Attempt 2. 

Guidance would be appreciated. 

BTW, I have a CSV file version of my Fidelity Consolidated 1099, it there is a way to import that into Turbotax. 

[baldietax · Accepted solution]

Sounds like the browser permission issue everyone is having this year, see

https://ttlc.intuit.com/community/taxes/discussion/import-tax-document-into-turbotax/00/3775553

[baldietax]

https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-va...

[randy5419]

Thank you, that solves my problem.  

[rkunishige]

Still does NOT work for Schwab!  24Feb2026

Show successful page but  ZERO dollars in the return.

Needs fix now.

[CatinaT1]

Some have received a message from Charles Schwab saying downloads would be enabled on Feb 27th.

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?

[baldietax]

@rkunishige just try Schwab again today, multiple users reporting it's working today.  Schwab had to reissue 1099s and I see message from them that 1099s are ready for import into tax software as of 2/25.

[storen]

I changed the local network  settings to on while downloading from Raymond James. It shows that change. It goes back to same screen with no changes. Any other ideas?

[unter9span]

I had the same problem with Chrome, but download works with FireFox