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Unable to import tax forms TIAA brokerage account

Using Turbotax Desktop I have entered by TIAA login information numerous times and it fails to connect and import.  It says trying to connect and then beeps in like 1-2 seconds with no errors.  I have no problem logging into my TIAA.org account with the exact same credentials.

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1 Reply
JotikaT2
Employee Tax Expert

Unable to import tax forms TIAA brokerage account

First, make sure your program is updated.  This can be done by logging into your desktop product.  Select Online in the menu on the top, and then select Check for Updates.

 

 

If that does not update your program, you can also manually update your program.

 

Then, try following the suggestion in this link.  Make sure you have also enabled third-party authorization on the brokerage side.  TIAA does have several account name options listed on the approved import partner list so make sure the account name you select matches your brokerage account information.

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