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Unable to import data from Ameriprise accounts

I have been unable to import the data from any one of my 3 Ameriprise accounts. After trying multiple times, I am advised to log in again with the threat of having my account locked. I alternately get a message that the information cannot be imported from this type of account. 

This is the second brokerage account which has not enabled the import. 

I have not had any such problems in prior tax years. 

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2 Replies
CatinaT1
Employee Tax Expert

Unable to import data from Ameriprise accounts

Helpful TurboTax Articles:

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.
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Unable to import data from Ameriprise accounts

Unfortunately the various suggestions to solve this were not applicable. After trying for 3 days, I was able inextricably to accomplish the import of 3 Ameriprise accounts into TT.  I had a similar, albeit less time-consuming problem with Vanguard. I assume both result from some issue in the software which involves Turbo Tax desktop and a Mac computer. 

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