turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

njdad
New Member

Unable to import forms from financial institution

When I try to import a form, it opens a tab for that institution. Then I type my credentials and I get the message that the import was successful and I should go back to TT. However TT screen is still stuck at 'Skip import' or 'Continue' screen. If I hit 'continue' it takes me back to opening a tab and typing my credentials. if I hit 'skip import' I do not see any imported forms.

 

Pl. help; this has been driving me crazy

 

 

 

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

Unable to import forms from financial institution

not sure if this is the only problem you're having but you need to set browser permissions to allow the import, see

 

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

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question