If you haven't done this already - Verify your partner:
Make sure you're selecting the correct partner in TurboTax. Some have similar-sounding names but are actually separate entities. For example, J.P. Morgan Chase Bank, J.P. Morgan Funds, J.P. Morgan Private Bank, and J.P. Morgan Securities are all listed as TurboTax partners, and if you choose the wrong J.P. Morgan, you won't be able to import. Also, some entities may use a different name for investments. Be sure to check with your institution to determine what company their investments are being held under.
Once you've confirmed that your institution is a TurboTax 1099 partner, make sure you're using the proper sign-in credentials on the import page, and that you have a working internet connection. A wired connection, if available, may be more stable than wireless.
I have found that Chrome works better than Safari when using a Mac for some applications.
See this Apple forum thread. Other users reported they had some success adjusting settings in:
system preferences > Security & privacy > Privacy > Full Disk Access ...
... to allow tax programs to read and write files anywhere.
If you need additional assistance, please click here for information to contact customer support. In the alternative, contact Apple support.
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